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Speece Thorson Capital Group’s Brown & Brown BRO Stock Holding History

Speece Thorson Capital Group’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 		– Sell
-144,149
Closed -$9.4M – 38
2026
Q1 		$9.4M Sell
144,149
-12,964
-8% -$934K 2.14% 28
2025
Q4 		$12.5M Buy
157,113
+62,326
+66% +$5.2M 2.71% 20
2025
Q3 		$8.89M Sell
94,787
-1,067
-1% -$104K 1.78% 34
2025
Q2 		$10.6M Buy
95,854
+1,771
+2% +$199K 2.16% 29
2025
Q1 		$11.7M Sell
94,083
-19,221
-17% -$2.15M 2.41% 27
2024
Q4 		$11.6M Sell
113,304
-577
-0.5% -$61.6K 2.28% 27
2024
Q3 		$11.8M Sell
113,881
-323
-0.3% -$32.1K 2.18% 27
2024
Q2 		$10.2M Sell
114,204
-23,077
-17% -$2M 2.09% 27
2024
Q1 		$12M Sell
137,281
-1,796
-1% -$144K 2.32% 26
2023
Q4 		$9.89M Buy
139,077
+936
+0.7% +$66.9K 2.03% 30
2023
Q3 		$9.65M Sell
138,141
-54,749
-28% -$3.9M 2.13% 28
2023
Q2 		$13.3M Sell
192,890
-2,073
-1% -$132K 2.72% 16
2023
Q1 		$11.2M Buy
194,963
+35,653
+22% +$2.05M 2.36% 24
2022
Q4 		$9.08M Buy
159,310
+82,531
+107% +$4.83M 1.95% 30
2022
Q3 		$4.64M Buy
76,779
+2,443
+3% +$154K 1.06% 37
2022
Q2 		$4.34M Buy
+74,336
New +$4.56M 1.02% 38

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 $59.9B AUM 27.01% 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

Speece Thorson Capital Group's BRO Position: Q2 2026 in Review

Speece Thorson Capital Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 144,149 shares — an estimated $9.4M sold.

Speece Thorson Capital Group first reported a position in BRO in Q2 2022 and held it in 16 quarters. The position peaked at $13.3M in Q2 2023. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Speece Thorson Capital Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Speece Thorson Capital Group sold 144,149 Brown & Brown shares in Q2 2026, an estimated $9.4M.
  • Speece Thorson Capital Group first reported a position in Brown & Brown in Q2 2022 and held it in 16 quarters.
  • Speece Thorson Capital Group's Brown & Brown position peaked at $13.3M in Q2 2023.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.