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Aware Super’s Brown & Brown BRO Stock Holding History

Aware Super’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 		$469K Hold
7,308
– – 0.01% 221
2026
Q1 		$477K Buy
+7,308
New +$527K 0.01% 226
2025
Q3 		$21.4M Buy
228,374
+45,705
+25% +$4.45M 0.3% 95
2025
Q2 		$20.3M Buy
182,669
+32,494
+22% +$3.65M 0.3% 98
2025
Q1 		$18.7M Buy
150,175
+138,525
+1,189% +$15.5M 0.32% 97
2024
Q4 		$1.19M Buy
+11,650
New +$1.24M 0.02% 226
2023
Q4 		$18.2M Buy
+228,374
New +$16.3M 0.24% 103

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

Aware Super's BRO Position: Q2 2026 in Review

Aware Super held its Brown & Brown (BRO) position steady in Q2 2026 at 7,308 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #221.

Aware Super first reported a position in BRO in Q4 2023 and has held it in 7 quarters since. The position peaked at $21.4M in Q3 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Aware Super held 7,308 shares of Brown & Brown worth $469K as of Q2 2026.
  • Aware Super left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.01% of Aware Super's portfolio in Q2 2026, its #221 holding.
  • Aware Super first reported a position in Brown & Brown in Q4 2023 and has held it in 7 quarters since.
  • Aware Super's Brown & Brown position peaked at $21.4M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.