Banque Cantonale Vaudoise’s Brown & Brown BRO Stock Holding History

Banque Cantonale Vaudoise’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	$962K	Buy	15,002 +4,481	+43%	+$273K	0.13%	92
2026 Q1	$686K	Sell	10,521 -2,821	-21%	-$203K	0.03%	442
2025 Q4	$1.06M	Buy	13,342 +3,416	+34%	+$285K	0.04%	356
2025 Q3	$931K	Buy	9,926 +7,900	+390%	+$770K	0.03%	366
2025 Q2	$225K	Sell	2,026 -154	-7%	-$17.3K	0.01%	536
2025 Q1	$272K	Buy	+2,180	New	+$244K	0.01%	532
2023 Q4	–	Sell	-3,924	Closed	-$275K	–	1041
2023 Q3	$275K	Sell	3,924 -576	-13%	-$41.1K	0.01%	599
2023 Q2	$309K	Buy	4,500 +800	+22%	+$50.9K	0.01%	615
2023 Q1	$212K	Hold	3,700	–	–	0.01%	687
2022 Q4	$211K	Hold	3,700	–	–	0.01%	689
2022 Q3	$223K	Hold	3,700	–	–	0.01%	689
2022 Q2	$216K	Sell	3,700 -1,000	-21%	-$61.4K	0.01%	713
2022 Q1	$340K	Hold	4,700	–	–	0.01%	659
2021 Q4	$330K	Hold	4,700	–	–	0.01%	708
2021 Q3	$261K	Hold	4,700	–	–	0.01%	734
2021 Q2	$250K	Hold	4,700	–	–	0.01%	791
2021 Q1	$215K	Hold	4,700	–	–	0.01%	758
2020 Q4	$223K	Hold	4,700	–	–	0.01%	702
2020 Q3	$212K	Sell	4,700 -1,800	-28%	-$80.3K	0.01%	664
2020 Q2	$265K	Hold	6,500	–	–	0.02%	577
2020 Q1	$235K	Buy	+6,500	New	+$275K	0.02%	580

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 $3.37T AUM 44.26% 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

Banque Cantonale Vaudoise's BRO Position: Q2 2026 in Review

Banque Cantonale Vaudoise increased its Brown & Brown (BRO) stake by 43% in Q2 2026, buying an estimated $273K and bringing the position to 15,002 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #92.

Banque Cantonale Vaudoise first reported a position in BRO in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.06M in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Banque Cantonale Vaudoise held 15,002 shares of Brown & Brown worth $962K as of Q2 2026.
Banque Cantonale Vaudoise bought 4,481 Brown & Brown shares in Q2 2026, an estimated $273K.
Brown & Brown made up 0.13% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #92 holding.
Banque Cantonale Vaudoise first reported a position in Brown & Brown in Q1 2020 and has held it in 21 quarters since.
Banque Cantonale Vaudoise's Brown & Brown position peaked at $1.06M in Q4 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.