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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
Q2 		$13.8M Sell
214,820
-17,978
-8% -$1.1M 0.26% 89
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

DF Dent & Co's BRO Position: Q2 2026 in Review

DF Dent & Co reduced its Brown & Brown (BRO) stake by 7.7% in Q2 2026, selling an estimated $1.1M and leaving 214,820 shares worth $13.8M. The position accounts for 0.26% of the portfolio, ranked #89.

DF Dent & Co first reported a position in BRO in Q4 2013 and has held it in 5 quarters since. The position peaked at $30.8M in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • DF Dent & Co held 214,820 shares of Brown & Brown worth $13.8M as of Q2 2026.
  • DF Dent & Co sold 17,978 Brown & Brown shares in Q2 2026, an estimated $1.1M.
  • Brown & Brown made up 0.26% of DF Dent & Co's portfolio in Q2 2026, its #89 holding.
  • DF Dent & Co first reported a position in Brown & Brown in Q4 2013 and has held it in 5 quarters since.
  • DF Dent & Co's Brown & Brown position peaked at $30.8M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.