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. | Running Oak Capital Seth Cogswell | 173,245 | $11,113,670 | -11% | 1.89% |
| 2. | Hi-Line Capital Management Michael Anderson | 165,254 | $10,601,044 | +46% | 2.98% |
| 3. | Markel Gayner Asset Management Tom Gayner | 14,000 | $898,100 | 0.01% | |
| 4. | Sciencast Management Qing Li | 0 | $0 | 0% |
| 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. | 2,243,843 | $143,942,543 | 2.98% | |
| 2. | 889,649 | $57,070,983 | 3.82% | |
| 3. | 728,866 | $46,756,754 | 0.03% | |
| 4. | 704,257 | $45,178,086 | 0.47% | |
| 5. | 658,650 | $42,252,398 | 1.4% |