Spring Capital Management
BRO icon

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
Q3 		$6.38M Buy
104,778
+982
+0.9% +$67.5K 3.06% 11
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 		$9.9M 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Spring Capital Management's BRO Position: Q3 2026 in Review

Spring Capital Management increased its Brown & Brown (BRO) stake by 0.95% in Q3 2026, buying an estimated $67.5K and bringing the position to 104,778 shares worth $6.38M. The position accounts for 3.06% of the portfolio, ranked #11.

Spring Capital Management first reported a position in BRO in Q4 2021 and has held it in 20 quarters since. The position peaked at $12M in Q1 2025. 425 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Spring Capital Management held 104,778 shares of Brown & Brown worth $6.38M as of Q3 2026.
  • Spring Capital Management bought 982 Brown & Brown shares in Q3 2026, an estimated $67.5K.
  • Brown & Brown made up 3.06% of Spring Capital Management's portfolio in Q3 2026, its #11 holding.
  • Spring Capital Management first reported a position in Brown & Brown in Q4 2021 and has held it in 20 quarters since.
  • Spring Capital Management's Brown & Brown position peaked at $12M in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.