Diamond Hill Capital’s BRO Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q1 2014
+6.32 M shares
Current Position
79,697 shares
$7.47 M value

Diamond Hill Capital's BRO Position Overview

Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 79.7K shares of Brown & Brown, Inc. (BRO) worth $7.47 M, representing 0.04% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Diamond Hill Capital has maintained a long-term strategic position in BRO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 1.4M shares. Largest reduction occurred in Q1 2016, reducing 2.5M shares.

Analysis based on 13F filings available since 2013 Q2

Diamond Hill Capital's Brown & Brown (BRO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Brown & Brown (BRO) Trades by Diamond Hill Capital

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +6.32 M New Buy 6.32 M $15.38
Q2 2014 +1.41 M Add 22.35% 7.74 M $15.35
Q3 2014 +854,278 Add 11.04% 8.59 M $16.07
Q4 2014 +239,928 Add 2.79% 8.83 M $16.45
Q1 2015 +1.02 M Add 11.57% 9.85 M $16.56
Q2 2015 +725,866 Add 7.37% 10.58 M $16.43
Q3 2015 +52,150 Add 0.49% 10.63 M $15.48
Q4 2015 +268,766 Add 2.53% 10.9 M $16.05
Q1 2016 -2.46 M Reduce 22.61% 8.44 M $17.90
Q2 2016 -1.44 M Reduce 17.05% 7 M $18.73
Q3 2016 -659,250 Reduce 9.42% 6.34 M $18.85
Q4 2016 -1.83 M Reduce 28.85% 4.51 M $22.43
Q1 2017 -161,516 Reduce 3.58% 4.35 M $20.86
Q2 2017 -499,230 Reduce 11.48% 3.85 M $21.54
Q3 2017 -328,548 Reduce 8.54% 3.52 M $24.09
Q4 2017 -228,094 Reduce 6.48% 3.29 M $25.73
Q1 2018 -178,528 Reduce 5.42% 3.11 M $25.44
Q2 2018 -123,905 Reduce 3.98% 2.99 M $27.73
Q3 2018 -882,459 Reduce 29.51% 2.11 M $29.57
Q4 2018 -167,027 Reduce 7.93% 1.94 M $27.56
Q1 2019 -193,473 Reduce 9.97% 1.75 M $29.51
Q2 2019 -346,423 Reduce 19.83% 1.4 M $33.50
Q3 2019 -188,755 Reduce 13.48% 1.21 M $36.06
Q4 2019 -101,543 Reduce 8.38% 1.11 M $39.48
Q1 2020 -466,608 Reduce 42.03% 643,667 $36.22
Q2 2020 -36,676 Reduce 5.70% 606,991 $40.76
Q3 2020 -23,659 Reduce 3.90% 583,332 $45.27
Q4 2020 -3,451 Reduce 0.59% 579,881 $47.41
Q1 2021 -141,716 Reduce 24.44% 438,165 $45.71
Q2 2021 -28,290 Reduce 6.46% 409,875 $53.14
Q3 2021 +159 Add 0.04% 410,034 $55.45
Q4 2021 -75,438 Reduce 18.40% 334,596 $70.28
Q1 2022 -104,847 Reduce 31.34% 229,749 $72.27
Q2 2022 -2,874 Reduce 1.25% 226,875 $58.34
Q3 2022 +303 Add 0.13% 227,178 $60.48
Q4 2022 -3,330 Reduce 1.47% 223,848 $56.97
Q1 2023 -1,913 Reduce 0.85% 221,935 $57.42
Q2 2023 -14,856 Reduce 6.69% 207,079 $68.84
Q3 2023 -1,369 Reduce 0.66% 205,710 $69.84
Q4 2023 -52,607 Reduce 25.57% 153,103 $71.11
Q1 2024 -2,341 Reduce 1.53% 150,762 $87.54
Q2 2024 -7,041 Reduce 4.67% 143,721 $89.41
Q3 2024 -4,120 Reduce 2.87% 139,601 $103.60
Q4 2024 -11,755 Reduce 8.42% 127,846 $102.02
Q1 2025 -35,248 Reduce 27.57% 92,598 $124.40
Q2 2025 -12,901 Reduce 13.93% 79,697 $110.87

Diamond Hill Capital's Brown & Brown Investment FAQs

Diamond Hill Capital first purchased Brown & Brown, Inc. (BRO) in Q1 2014, acquiring 6,323,734 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital has held Brown & Brown, Inc. (BRO) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital's largest addition to Brown & Brown, Inc. (BRO) was in Q1 2014, adding 6,323,734 shares worth $97.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 79,697 shares of Brown & Brown, Inc. (BRO), valued at approximately $7.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Brown & Brown, Inc. (BRO) represents approximately 0.04% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Diamond Hill Capital's peak holding in Brown & Brown, Inc. (BRO) was 10,899,860 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.