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DF Dent & Co’s Brown & Brown BRO Stock Holding History

DF Dent & Co’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2M Sell
232,798
-154,157
-40% -$11.1M 0.29% 77
2025
Q4 		$30.8M Buy
386,955
+101,492
+36% +$8.47M 0.44% 62
2025
Q3 		$26.8M Buy
+285,463
New +$27.8M 0.35% 69
2014
Q1 		– Sell
-20,960
Closed -$329K – 179
2013
Q4 		$329K Buy
+20,960
New +$332K 0.01% 188

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DF Dent & Co's BRO Position: Q1 2026 in Review

DF Dent & Co reduced its Brown & Brown (BRO) stake by 40% in Q1 2026, selling an estimated $11.1M and leaving 232,798 shares worth $15.2M. The position accounts for 0.29% of the portfolio, ranked #77.

DF Dent & Co first reported a position in BRO in Q4 2013 and has held it in 4 quarters since. The position peaked at $30.8M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • DF Dent & Co held 232,798 shares of Brown & Brown worth $15.2M as of Q1 2026.
  • DF Dent & Co sold 154,157 Brown & Brown shares in Q1 2026, an estimated $11.1M.
  • Brown & Brown made up 0.29% of DF Dent & Co's portfolio in Q1 2026, its #77 holding.
  • DF Dent & Co first reported a position in Brown & Brown in Q4 2013 and has held it in 4 quarters since.
  • DF Dent & Co's Brown & Brown position peaked at $30.8M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.