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AGF Management’s Brown & Brown BRO Stock Holding History

AGF 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 		$3.28M Sell
51,180
-1,236
-2% -$75.4K 0.01% 336
2026
Q1 		$3.42M Buy
52,416
+15,478
+42% +$1.12M 0.02% 381
2025
Q4 		$2.94M Buy
36,938
+3,262
+10% +$272K 0.01% 402
2025
Q3 		$3.16M Buy
33,676
+6,046
+22% +$589K 0.01% 401
2025
Q2 		$3.06M Buy
27,630
+4,075
+17% +$458K 0.01% 365
2025
Q1 		$2.93M Buy
23,555
+9
+0% +$1.01K 0.02% 323
2024
Q4 		$2.4M Sell
23,546
-6,564
-22% -$701K 0.01% 430
2024
Q3 		$3.12M Buy
30,110
+3,260
+12% +$324K 0.02% 418
2024
Q2 		$2.4M Sell
26,850
-153
-0.6% -$13.3K 0.01% 382
2024
Q1 		$2.36M Sell
27,003
-17,940
-40% -$1.44M 0.01% 420
2023
Q4 		$3.2M Buy
44,943
+37,426
+498% +$2.68M 0.02% 334
2023
Q3 		$525K Buy
+7,517
New +$536K ﹤0.01% 626
2023
Q2 		– Sell
-7,965
Closed -$457K – 693
2023
Q1 		$457K Buy
7,965
+66
+0.8% +$3.79K ﹤0.01% 680
2022
Q4 		$450K Buy
+7,899
New +$462K ﹤0.01% 695

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 $3.38T AUM 44.17% 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

AGF Management's BRO Position: Q2 2026 in Review

AGF Management reduced its Brown & Brown (BRO) stake by 2.4% in Q2 2026, selling an estimated $75.4K and leaving 51,180 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #336.

AGF Management first reported a position in BRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • AGF Management held 51,180 shares of Brown & Brown worth $3.28M as of Q2 2026.
  • AGF Management sold 1,236 Brown & Brown shares in Q2 2026, an estimated $75.4K.
  • Brown & Brown made up 0.01% of AGF Management's portfolio in Q2 2026, its #336 holding.
  • AGF Management first reported a position in Brown & Brown in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's Brown & Brown position peaked at $3.42M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.