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 79,697 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 1.41 M shares. Largest reduction occurred in Q1 2016, reducing 2.46 M 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

Report Date 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.

Diamond Hill Capital's largest addition to Brown & Brown, Inc. (BRO) was in Q1 2014, adding 6,323,734 shares worth $97.26 M.

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.

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.

Diamond Hill Capital's peak holding in Brown & Brown, Inc. (BRO) was 10,899,860 shares, as reported at the end of Q4 2015.