PhiloSmith Capital’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.1M | Buy |
376,250
+28,800
| +8% | +$1.76M | 6.56% | 8 |
|
|
2026
Q1 | $22.7M | Buy |
347,450
+30,000
| +9% | +$2.16M | 6.46% | 8 |
|
|
2025
Q4 | $25.3M | Buy |
317,450
+25,000
| +9% | +$2.09M | 6.96% | 8 |
|
|
2025
Q3 | $27.4M | Buy |
292,450
+20,000
| +7% | +$1.95M | 7.62% | 5 |
|
|
2025
Q2 | $30.2M | Hold |
272,450
| – | – | 8.4% | 3 |
|
|
2025
Q1 | $33.9M | Sell |
272,450
-20,000
| -7% | -$2.23M | 9.32% | 1 |
|
|
2024
Q4 | $29.8M | Sell |
292,450
-33,000
| -10% | -$3.52M | 8.45% | 3 |
|
|
2024
Q3 | $33.7M | Hold |
325,450
| – | – | 8.52% | 3 |
|
|
2024
Q2 | $29.1M | Hold |
325,450
| – | – | 8.19% | 4 |
|
|
2024
Q1 | $28.5M | Hold |
325,450
| – | – | 7.99% | 4 |
|
|
2023
Q4 | $23.1M | Hold |
325,450
| – | – | 7.44% | 8 |
|
|
2023
Q3 | $22.7M | Hold |
325,450
| – | – | 7.8% | 6 |
|
|
2023
Q2 | $22.4M | Hold |
325,450
| – | – | 7.7% | 6 |
|
|
2023
Q1 | $18.7M | Hold |
325,450
| – | – | 6.9% | 7 |
|
|
2022
Q4 | $18.5M | Hold |
325,450
| – | – | 6.72% | 9 |
|
|
2022
Q3 | $19.7M | Hold |
325,450
| – | – | 8.07% | 3 |
|
|
2022
Q2 | $19M | Hold |
325,450
| – | – | 7.73% | 6 |
|
|
2022
Q1 | $23.5M | Hold |
325,450
| – | – | 8.6% | 1 |
|
|
2021
Q4 | $22.9M | Hold |
325,450
| – | – | 8.81% | 1 |
|
|
2021
Q3 | $18M | Hold |
325,450
| – | – | 7.74% | 3 |
|
|
2021
Q2 | $17.3M | Hold |
325,450
| – | – | 7.63% | 3 |
|
|
2021
Q1 | $14.9M | Hold |
325,450
| – | – | 6.44% | 7 |
|
|
2020
Q4 | $15.4M | Hold |
325,450
| – | – | 7.39% | 3 |
|
|
2020
Q3 | $14.7M | Hold |
325,450
| – | – | 8.2% | 1 |
|
|
2020
Q2 | $13.3M | Hold |
325,450
| – | – | 7.52% | 2 |
|
|
2020
Q1 | $11.8M | Hold |
325,450
| – | – | 8.22% | 1 |
|
|
2019
Q4 | $12.8M | Hold |
325,450
| – | – | 6.79% | 2 |
|
|
2019
Q3 | $11.7M | Buy |
325,450
+4,000
| +1% | +$143K | 6.31% | 6 |
|
|
2019
Q2 | $10.8M | Hold |
321,450
| – | – | 6.26% | 6 |
|
|
2019
Q1 | $9.48M | Hold |
321,450
| – | – | 6.2% | 5 |
|
|
2018
Q4 | $8.86M | Sell |
321,450
-35,000
| -10% | -$990K | 6.49% | 3 |
|
|
2018
Q3 | $10.5M | Hold |
356,450
| – | – | 6.63% | 3 |
|
|
2018
Q2 | $9.88M | Hold |
356,450
| – | – | 6.77% | 2 |
|
|
2018
Q1 | $9.07M | Hold |
356,450
| – | – | 6.35% | 4 |
|
|
2017
Q4 | $9.17M | Sell |
356,450
-30,000
| -8% | -$753K | 6.35% | 3 |
|
|
2017
Q3 | $9.31M | Hold |
386,450
| – | – | 6.44% | 2 |
|
|
2017
Q2 | $8.32M | Hold |
386,450
| – | – | 6.16% | 4 |
|
|
2017
Q1 | $8.06M | Hold |
386,450
| – | – | 5.94% | 7 |
|
|
2016
Q4 | $8.67M | Buy |
+386,450
| New | +$7.85M | 6.79% | 2 |
|
Other funds holding BRO
VLKIM
PhiloSmith Capital's BRO Position: Q2 2026 in Review
PhiloSmith Capital increased its Brown & Brown (BRO) stake by 8.3% in Q2 2026, buying an estimated $1.76M and bringing the position to 376,250 shares worth $24.1M. The position accounts for 6.56% of the portfolio, ranked #8.
PhiloSmith Capital first reported a position in BRO in Q4 2016 and has held it in 39 quarters since. The position peaked at $33.9M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- PhiloSmith Capital held 376,250 shares of Brown & Brown worth $24.1M as of Q2 2026.
- PhiloSmith Capital bought 28,800 Brown & Brown shares in Q2 2026, an estimated $1.76M.
- Brown & Brown made up 6.56% of PhiloSmith Capital's portfolio in Q2 2026, its #8 holding.
- PhiloSmith Capital first reported a position in Brown & Brown in Q4 2016 and has held it in 39 quarters since.
- PhiloSmith Capital's Brown & Brown position peaked at $33.9M in Q1 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on PhiloSmith Capital's 13F filing for Q2 2026, filed 24 Jul 2026.