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 | 8,823,162 | $575,358,412 | 0.98% | |
| 2. | Select Equity Group Robert Joseph Caruso | 8,022,123 | $523,122,641 | -15% | 2.68% |
| 3. | Gobi Capital Bo Shan | 1,621,046 | $105,708,410 | +14% | 5.88% |
| 4. | Renaissance Technologies Jim Simons | 1,573,902 | $102,634,149 | +47% | 0.16% |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,440,000 | $93,902,400 | +56% | 0.33% |
| 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. | 386,030 | $24,763,792 | 0.39% | |
| 3. | 289,013 | $18,540,184 | 0.02% | |
| 4. | 163,257 | $10,472,937 | 0.09% | |
| 5. | 158,234 | $10,150,711 | 0.11% |