Bank of Montreal’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17M | Sell |
264,943
-139,086
| -34% | -$8.48M | 0.01% | 985 |
|
|
2026
Q1 | $26.3M | Sell |
404,029
-63,507
| -14% | -$4.58M | 0.01% | 749 |
|
|
2025
Q4 | $37.3M | Sell |
467,536
-131,110
| -22% | -$10.9M | 0.01% | 657 |
|
|
2025
Q3 | $56.1M | Buy |
598,646
+83,045
| +16% | +$8.09M | 0.02% | 465 |
|
|
2025
Q2 | $57.2M | Sell |
515,601
-16,639
| -3% | -$1.87M | 0.03% | 393 |
|
|
2025
Q1 | $66.2M | Buy |
532,240
+153,100
| +40% | +$17.1M | 0.03% | 355 |
|
|
2024
Q4 | $38.7M | Buy |
379,140
+1,690
| +0.4% | +$180K | 0.02% | 533 |
|
|
2024
Q3 | $38.7M | Buy |
377,450
+10,679
| +3% | +$1.06M | 0.02% | 550 |
|
|
2024
Q2 | $33.8M | Sell |
366,771
-336,041
| -48% | -$29.2M | 0.01% | 591 |
|
|
2024
Q1 | $61.6M | Buy |
702,812
+361,367
| +106% | +$29.1M | 0.02% | 392 |
|
|
2023
Q4 | $24.3M | Buy |
341,445
+47,919
| +16% | +$3.43M | 0.01% | 720 |
|
|
2023
Q3 | $21.3M | Sell |
293,526
-43,015
| -13% | -$3.07M | 0.01% | 699 |
|
|
2023
Q2 | $23.2M | Buy |
336,541
+4,306
| +1% | +$274K | 0.01% | 687 |
|
|
2023
Q1 | $19.1M | Buy |
332,235
+195,355
| +143% | +$11.2M | 0.01% | 701 |
|
|
2022
Q4 | $7.82M | Sell |
136,880
-18,429
| -12% | -$1.08M | ﹤0.01% | 1085 |
|
|
2022
Q3 | $9.76K | Buy |
155,309
+23,496
| +18% | +$1.48M | ﹤0.01% | 1000 |
|
|
2022
Q2 | $7.88K | Sell |
131,813
-14,841
| -10% | -$911K | ﹤0.01% | 1168 |
|
|
2022
Q1 | $10.7M | Sell |
146,654
-6,673
| -4% | -$448K | 0.01% | 1113 |
|
|
2021
Q4 | $10.7M | Sell |
153,327
-235,871
| -61% | -$15.2M | 0.01% | 935 |
|
|
2021
Q3 | $22.5M | Buy |
389,198
+145,451
| +60% | +$8.11M | 0.01% | 869 |
|
|
2021
Q2 | $13.1M | Buy |
243,747
+4,725
| +2% | +$243K | 0.01% | 1125 |
|
|
2021
Q1 | $11.3M | Sell |
239,022
-18,132
| -7% | -$832K | 0.01% | 945 |
|
|
2020
Q4 | $12.1M | Buy |
257,154
+130
| +0.1% | +$5.98K | 0.01% | 923 |
|
|
2020
Q3 | $11.8M | Sell |
257,024
-8,832
| -3% | -$394K | 0.01% | 794 |
|
|
2020
Q2 | $10.9M | Buy |
265,856
+18,053
| +7% | +$696K | 0.01% | 805 |
|
|
2020
Q1 | $8.64M | Sell |
247,803
-234,105
| -49% | -$9.9M | 0.01% | 755 |
|
|
2019
Q4 | $19M | Buy |
481,908
+226,166
| +88% | +$8.49M | 0.01% | 706 |
|
|
2019
Q3 | $9.22M | Buy |
255,742
+4,468
| +2% | +$160K | 0.01% | 905 |
|
|
2019
Q2 | $8.42M | Sell |
251,274
-1,597
| -0.6% | -$50.6K | 0.01% | 972 |
|
|
2019
Q1 | $7.46M | Buy |
252,871
+6,876
| +3% | +$196K | 0.01% | 966 |
|
|
2018
Q4 | $6.78M | Sell |
245,995
-72,724
| -23% | -$2.06M | 0.01% | 938 |
|
|
2018
Q3 | $9.42M | Sell |
318,719
-28,921
| -8% | -$860K | 0.01% | 920 |
|
|
2018
Q2 | $9.64M | Sell |
347,640
-270,438
| -44% | -$7.36M | 0.01% | 909 |
|
|
2018
Q1 | $15.7M | Buy |
618,078
+213,996
| +53% | +$5.59M | 0.01% | 686 |
|
|
2017
Q4 | $10.4M | Sell |
404,082
-43,258
| -10% | -$1.09M | 0.01% | 841 |
|
|
2017
Q3 | $10.8M | Sell |
447,340
-319,808
| -42% | -$7.18M | 0.01% | 830 |
|
|
2017
Q2 | $16.5M | Buy |
767,148
+324,372
| +73% | +$6.95M | 0.02% | 648 |
|
|
2017
Q1 | $9.24M | Sell |
442,776
-51,518
| -10% | -$1.11M | 0.01% | 835 |
|
|
2016
Q4 | $10.7M | Buy |
494,294
+7,130
| +1% | +$145K | 0.01% | 777 |
|
|
2016
Q3 | $9.19M | Buy |
487,164
+10,198
| +2% | +$189K | 0.01% | 851 |
|
|
2016
Q2 | $8.94M | Buy |
476,966
+12,384
| +3% | +$220K | 0.01% | 863 |
|
|
2016
Q1 | $8.32M | Sell |
464,582
-93,834
| -17% | -$1.51M | 0.01% | 806 |
|
|
2015
Q4 | $8.96M | Buy |
558,416
+22,508
| +4% | +$360K | 0.01% | 769 |
|
|
2015
Q3 | $8.3M | Sell |
535,908
-7,616
| -1% | -$125K | 0.01% | 783 |
|
|
2015
Q2 | $8.93M | Buy |
543,524
+277,826
| +105% | +$4.54M | 0.01% | 860 |
|
|
2015
Q1 | $4.4M | Buy |
265,698
+260,548
| +5,059% | +$4.21M | 0.01% | 1085 |
|
|
2014
Q4 | $84K | Sell |
5,150
-1,310
| -20% | -$21K | ﹤0.01% | 2849 |
|
|
2014
Q3 | $104K | Sell |
6,460
-69,362
| -91% | -$1.1M | ﹤0.01% | 2798 |
|
|
2014
Q2 | $1.16M | Buy |
75,822
+58,454
| +337% | +$879K | ﹤0.01% | 1680 |
|
|
2014
Q1 | $267K | Buy |
17,368
+6,218
| +56% | +$95.5K | ﹤0.01% | 2381 |
|
|
2013
Q4 | $175K | Buy |
11,150
+710
| +7% | +$11.3K | ﹤0.01% | 2292 |
|
|
2013
Q3 | $167K | Buy |
10,440
+42
| +0.4% | +$686 | ﹤0.01% | 2315 |
|
|
2013
Q2 | $167K | Buy |
+10,398
| New | +$165K | ﹤0.01% | 2262 |
|
Other funds holding BRO
VCM
VPM
Bank of Montreal's BRO Position: Q2 2026 in Review
Bank of Montreal reduced its Brown & Brown (BRO) stake by 34% in Q2 2026, selling an estimated $8.48M and leaving 264,943 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #985.
Bank of Montreal first reported a position in BRO in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.2M in Q1 2025. 664 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Bank of Montreal held 264,943 shares of Brown & Brown worth $17M as of Q2 2026.
- Bank of Montreal sold 139,086 Brown & Brown shares in Q2 2026, an estimated $8.48M.
- Brown & Brown made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #985 holding.
- Bank of Montreal first reported a position in Brown & Brown in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Brown & Brown position peaked at $66.2M in Q1 2025.
- 664 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.