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Spring Capital Management’s Brown & Brown BRO Stock Holding History

Spring Capital Management’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 		$6.66M Buy
103,796
+2,569
+3% +$157K 3.24% 12
2026
Q1 		$6.6M Sell
101,227
-404
-0.4% -$29.1K 3.34% 13
2025
Q4 		$8.1M Buy
101,631
+1,121
+1% +$93.5K 4.1% 10
2025
Q3 		$9.43M Buy
100,510
+4,765
+5% +$464K 4.62% 5
2025
Q2 		$10.6M Sell
95,745
-519
-0.5% -$58.3K 5.6% 4
2025
Q1 		$12M Sell
96,264
-478
-0.5% -$53.4K 6.54% 2
2024
Q4 		$9.87M Buy
96,742
+6,672
+7% +$712K 5.89% 4
2024
Q3 		$6.29M Sell
90,070
-9,942
-10% -$989K 5.1% 6
2024
Q2 		$6.88M Buy
100,012
+8,137
+9% +$706K 5.43% 5
2024
Q1 		$8.04M Sell
91,875
-4,437
-5% -$357K 6.06% 4
2023
Q4 		$6.85M Sell
96,312
-2,768
-3% -$198K 5.37% 5
2023
Q3 		$6.92M Sell
99,080
-932
-0.9% -$66.5K 5.82% 4
2023
Q2 		$6.88M Sell
100,012
-2,655
-3% -$169K 5.39% 5
2023
Q1 		$5.9M Sell
102,667
-240
-0.2% -$13.8K 4.74% 8
2022
Q4 		$5.86M Buy
102,907
+2,001
+2% +$117K 5.06% 5
2022
Q3 		$6.1M Sell
100,906
-357
-0.4% -$22.5K 5.8% 5
2022
Q2 		$5.91M Sell
101,263
-373
-0.4% -$22.9K 5.24% 4
2022
Q1 		$7.34M Buy
101,636
+460
+0.5% +$30.8K 5.97% 4
2021
Q4 		$7.11M Buy
+101,176
New +$6.53M 5.65% 3

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

Spring Capital Management's BRO Position: Q2 2026 in Review

Spring Capital Management increased its Brown & Brown (BRO) stake by 2.5% in Q2 2026, buying an estimated $157K and bringing the position to 103,796 shares worth $6.66M. The position accounts for 3.24% of the portfolio, ranked #12.

Spring Capital Management first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Spring Capital Management held 103,796 shares of Brown & Brown worth $6.66M as of Q2 2026.
  • Spring Capital Management bought 2,569 Brown & Brown shares in Q2 2026, an estimated $157K.
  • Brown & Brown made up 3.24% of Spring Capital Management's portfolio in Q2 2026, its #12 holding.
  • Spring Capital Management first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
  • Spring Capital Management's Brown & Brown position peaked at $12M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Spring Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.