SEC 13F Intelligence

Speece Thorson Capital Group Inc / BRO

Speece Thorson Capital Group Inc’s Brown & Brown Inc Position

Does Speece Thorson Capital Group Inc own Brown & Brown Inc (BRO)? Yes144.1K shares worth $9M (+2.14% of its 13F portfolio) as of Q1 2026, down from 157.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
144.1K
% of Portfolio
+2.14%
Quarters Held
16
currently held

Position History BRO

Reported value by quarter
Q2 ’22: $4MQ2 ’22Q3 ’22: $5MQ4 ’22: $9MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ2 ’23Q3 ’23: $10MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $10MQ2 ’24Q3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $11MQ2 ’25Q3 ’25: $9MQ4 ’25: $13MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026144.1K$9M+2.14%
Q4 2025157.1K$13M+2.71%
Q3 202594.8K$9M+1.78%
Q2 202595.9K$11M+2.16%
Q1 202594.1K$12M+2.41%
Q4 2024113.3K$12M+2.28%
Q3 2024113.9K$12M+2.18%
Q2 2024114.2K$10M+2.09%
Q1 2024137.3K$12M+2.32%
Q4 2023139.1K$10M+2.03%
Q3 2023138.1K$10M+2.13%
Q2 2023192.9K$13M+2.72%
Q1 2023195.0K$11M+2.36%
Q4 2022159.3K$9M+1.95%
Q3 202276.8K$5M+1.06%
Q2 202274.3K$4M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of BRO.