Is Brown & Brown (BRO) a Compelling Investment Opportunity?
Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. A copy of this letter is available for download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 11,727,514 | $752,320,040 | +33% | 1.26% |
| 2. | Diamond Hill Capital Ric Dillon | 223,145 | $14,314,752 | -14% | 0.11% |
| 3. | Running Oak Capital Seth Cogswell | 173,245 | $11,113,670 | -11% | 1.89% |
| 4. | Hi-Line Capital Management Michael Anderson | 165,254 | $10,601,044 | +46% | 2.98% |
| 5. | Motley Fool Asset Management Bryan Hinmon | 70,183 | $4,502,239 | -4% | 0.17% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $58.05 | 860 | $49,923.00 | 860 | 2026-06-09 | Filing | |
| $57.10 | 2,000 | $114,200.00 | 47,621 | 2026-05-05 | Filing | |
| $93.31 | 2,678 | $249,884.18 | 5,353 | 2025-08-08 | Filing | |
| $91.44 | 1,000 | $91,440.00 | 5,000 | 2025-08-06 | Filing | |
| $65.78 | 4,000 | $263,120.00 | 4,000 | 2023-06-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $111.75 | 29,921 | $3,343,671.75 | 36,000,000 | 2024-11-26 | Filing | |
| $111.75 | 389,007 | $43,471,532.25 | 36,029,921 | 2024-11-25 | Filing | |
| $104.51 | 134,640 | $14,071,226.40 | 0 | 2024-08-29 | Filing | |
| $100.32 | 2,500 | $250,800.00 | 88,445 | 2024-08-08 | Filing | |
| $89.92 | 3,350 | $301,232.00 | 23,597 | 2024-06-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,113,344 | $1,418,571,034 | 0.02% | |
| 2. | 15,721,830 | $1,008,557,108 | 0.5% | |
| 3. | 14,514,119 | $931,080,734 | 0.03% | |
| 4. | 4,161,199 | $266,940,916 | 0.08% | |
| 5. | 2,243,843 | $143,942,543 | 2.98% |