1832 Asset Management’s Brown & Brown BRO Stock Holding History

1832 Asset Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.12M	Sell	111,012 -12,289	-10%	-$750K	﹤0.01%	394
2026 Q1	$8.04M	Sell	123,301 -41,676	-25%	-$3M	0.01%	383
2025 Q4	$13.1M	Sell	164,977 -5,563	-3%	-$464K	0.01%	339
2025 Q3	$16M	Buy	170,540 +37,906	+29%	+$3.69M	0.01%	292
2025 Q2	$14.7M	Sell	132,634 -10,129	-7%	-$1.14M	0.01%	299
2025 Q1	$17.8M	Sell	142,763 -36,865	-21%	-$4.12M	0.02%	293
2024 Q4	$18.3M	Sell	179,628 -16,067	-8%	-$1.72M	0.02%	271
2024 Q3	$20.3M	Sell	195,695 -21,775	-10%	-$2.17M	0.02%	286
2024 Q2	$19.4M	Sell	217,470 -24,868	-10%	-$2.16M	0.02%	282
2024 Q1	$21.2M	Sell	242,338 -79,871	-25%	-$6.42M	0.01%	261
2023 Q4	$22.9M	Buy	322,209 +1,757	+0.5%	+$126K	0.03%	242
2023 Q3	$22.4M	Buy	320,452 +25,000	+8%	+$1.78M	0.03%	236
2023 Q2	$20.3M	Sell	295,452 -77,184	-21%	-$4.91M	0.02%	260
2023 Q1	$21.4M	Buy	372,636 +52,626	+16%	+$3.02M	0.03%	269
2022 Q4	$18.2M	Buy	320,010 +121,596	+61%	+$7.11M	0.03%	287
2022 Q3	$12M	Sell	198,414 -7,283	-4%	-$458K	0.02%	337
2022 Q2	$12M	Sell	205,697 -2,617	-1%	-$161K	0.02%	338
2022 Q1	$14.8M	Buy	208,314 +201,453	+2,936%	+$13.5M	0.02%	349
2021 Q4	$484K	Sell	6,861 -5,943	-46%	-$383K	﹤0.01%	479
2021 Q3	$724K	Buy	12,804 +5,509	+76%	+$307K	﹤0.01%	514
2021 Q2	$390K	Buy	7,295 +1,075	+17%	+$55.3K	﹤0.01%	531
2021 Q1	$288K	Buy	+6,220	New	+$285K	﹤0.01%	523

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

1832 Asset Management's BRO Position: Q2 2026 in Review

1832 Asset Management reduced its Brown & Brown (BRO) stake by 10% in Q2 2026, selling an estimated $750K and leaving 111,012 shares worth $7.12M. The position accounts for ﹤0.01% of the portfolio, ranked #394.

1832 Asset Management first reported a position in BRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.9M in Q4 2023. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

1832 Asset Management held 111,012 shares of Brown & Brown worth $7.12M as of Q2 2026.
1832 Asset Management sold 12,289 Brown & Brown shares in Q2 2026, an estimated $750K.
Brown & Brown made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #394 holding.
1832 Asset Management first reported a position in Brown & Brown in Q1 2021 and has held it in 22 quarters since.
1832 Asset Management's Brown & Brown position peaked at $22.9M in Q4 2023.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.