Aberdeen Group
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Aberdeen Group’s Brown & Brown BRO Stock Holding History

Aberdeen Group’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 		$12.4M Buy
192,650
+14,667
+8% +$895K 0.02% 562
2026
Q1 		$11.6M Buy
177,983
+4,368
+3% +$315K 0.02% 568
2025
Q4 		$13.8M Sell
173,615
-9,949
-5% -$830K 0.02% 540
2025
Q3 		$17.1M Buy
183,564
+14,008
+8% +$1.37M 0.03% 482
2025
Q2 		$18.8M Buy
169,556
+5,586
+3% +$628K 0.03% 429
2025
Q1 		$20.3M Buy
163,970
+77,954
+91% +$8.71M 0.04% 387
2024
Q4 		$8.76M Sell
86,016
-12,587
-13% -$1.34M 0.02% 536
2024
Q3 		$10.1M Buy
98,603
+10,150
+11% +$1.01M 0.02% 517
2024
Q2 		$7.91M Sell
88,453
-20,214
-19% -$1.75M 0.02% 552
2024
Q1 		$9.51M Sell
108,667
-11,207
-9% -$901K 0.02% 557
2023
Q4 		$8.52M Buy
119,874
+57,119
+91% +$4.08M 0.02% 577
2023
Q3 		$4.38M Buy
62,755
+1,380
+2% +$98.4K 0.01% 581
2023
Q2 		$4.23M Buy
61,375
+195
+0.3% +$12.4K 0.01% 603
2023
Q1 		$3.51M Buy
61,180
+354
+0.6% +$20.3K 0.01% 634
2022
Q4 		$3.47M Buy
60,826
+4,139
+7% +$242K 0.01% 616
2022
Q3 		$3.43M Buy
56,687
+667
+1% +$42K 0.01% 608
2022
Q2 		$3.27M Sell
56,020
-2,119
-4% -$130K 0.01% 641
2022
Q1 		$4.3M Sell
58,139
-10,861
-16% -$728K 0.01% 613
2021
Q4 		$4.85M Sell
69,000
-3,723
-5% -$240K 0.01% 644
2021
Q3 		$4.08M Buy
72,723
+44,313
+156% +$2.47M 0.01% 693
2021
Q2 		$1.51M Sell
28,410
-4,491
-14% -$231K ﹤0.01% 818
2021
Q1 		$1.5M Buy
32,901
+710
+2% +$32.6K ﹤0.01% 809
2020
Q4 		$1.53M Buy
32,191
+222
+0.7% +$10.2K ﹤0.01% 779
2020
Q3 		$1.45M Buy
31,969
+1,139
+4% +$50.8K ﹤0.01% 749
2020
Q2 		$1.26M Sell
30,830
-665
-2% -$25.7K ﹤0.01% 759
2020
Q1 		$1.14M Sell
31,495
-330
-1% -$13.9K ﹤0.01% 747
2019
Q4 		$1.26M Buy
31,825
+13,677
+75% +$514K ﹤0.01% 781
2019
Q3 		$654K Buy
18,148
+1,060
+6% +$37.9K ﹤0.01% 840
2019
Q2 		$572K Sell
17,088
-574
-3% -$18.2K ﹤0.01% 866
2019
Q1 		$521K Buy
+17,662
New +$504K ﹤0.01% 855

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Aberdeen Group's BRO Position: Q2 2026 in Review

Aberdeen Group increased its Brown & Brown (BRO) stake by 8.2% in Q2 2026, buying an estimated $895K and bringing the position to 192,650 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #562.

Aberdeen Group first reported a position in BRO in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.3M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Aberdeen Group held 192,650 shares of Brown & Brown worth $12.4M as of Q2 2026.
  • Aberdeen Group bought 14,667 Brown & Brown shares in Q2 2026, an estimated $895K.
  • Brown & Brown made up 0.02% of Aberdeen Group's portfolio in Q2 2026, its #562 holding.
  • Aberdeen Group first reported a position in Brown & Brown in Q1 2019 and has held it in 30 quarters since.
  • Aberdeen Group's Brown & Brown position peaked at $20.3M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.