Aigen Investment Management’s Brown & Brown BRO Stock Holding History

Aigen Investment 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	–	Sell	-17,278	Closed	-$1.13M	–	559
2026 Q1	$1.13M	Buy	+17,278	New	+$1.25M	0.29%	98
2025 Q4	–	Sell	-3,055	Closed	-$287K	–	618
2025 Q3	$287K	Sell	3,055 -16,537	-84%	-$1.61M	0.04%	550
2025 Q2	$2.17M	Buy	+19,592	New	+$2.2M	0.3%	78
2024 Q4	–	Sell	-5,288	Closed	-$548K	–	747
2024 Q3	$548K	Buy	+5,288	New	+$526K	0.11%	297
2024 Q2	–	Sell	-7,059	Closed	-$618K	–	789
2024 Q1	$618K	Buy	+7,059	New	+$567K	0.13%	237
2023 Q4	–	Sell	-24,190	Closed	-$1.69M	–	811
2023 Q3	$1.69M	Buy	24,190 +17,301	+251%	+$1.23M	0.32%	61
2023 Q2	$474K	Buy	+6,889	New	+$438K	0.07%	365
2022 Q4	–	Sell	-6,141	Closed	-$371K	–	547
2022 Q3	$371K	Sell	6,141 -20,227	-77%	-$1.27M	0.05%	366
2022 Q2	$1.54M	Buy	+26,368	New	+$1.62M	0.26%	115
2022 Q1	–	Sell	-21,624	Closed	-$1.44M	–	596
2021 Q4	$1.44M	Sell	21,624 -10,796	-33%	-$696K	0.09%	302
2021 Q3	$1.8M	Buy	+32,420	New	+$1.81M	0.34%	79
2021 Q2	–	Sell	-7,426	Closed	-$339K	–	486
2021 Q1	$339K	Buy	+7,426	New	+$341K	0.04%	379

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 $3.38T AUM 44.17% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Aigen Investment Management's BRO Position: Q2 2026 in Review

Aigen Investment Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 17,278 shares — an estimated $1.13M sold.

Aigen Investment Management first reported a position in BRO in Q1 2021 and held it in 12 quarters. The position peaked at $2.17M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Aigen Investment Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Aigen Investment Management sold 17,278 Brown & Brown shares in Q2 2026, an estimated $1.13M.
Aigen Investment Management first reported a position in Brown & Brown in Q1 2021 and held it in 12 quarters.
Aigen Investment Management's Brown & Brown position peaked at $2.17M in Q2 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.