BCM Advisors’s Brown & Brown BRO Stock Holding History

BCM Advisors’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	$5.98M	Buy	88,372 +138	+0.2%	+$8.42K	1.16%	18
2026 Q1	$5.09M	Hold	88,234	–	–	1%	17
2025 Q4	$6.99M	Sell	88,234 -24	-0%	-$2K	1.34%	12
2025 Q3	$7.27M	Buy	88,258 +8	+0%	+$780	1.46%	9
2025 Q2	$8.11M	Hold	88,250	–	–	1.73%	8
2025 Q1	$9.76M	Sell	88,250 -1,277	-1%	-$143K	2.21%	8
2024 Q4	$9.56M	Hold	89,527	–	–	2.14%	8
2024 Q3	$9.44M	Sell	89,527 -19,413	-18%	-$1.93M	2.17%	8
2024 Q2	$11M	Buy	108,940 +42	+0%	+$3.65K	2.6%	8
2024 Q1	$8.94M	Sell	108,898 -2,500	-2%	-$201K	2.27%	8
2023 Q4	$8.72M	Sell	111,398 -6,647	-6%	-$475K	2.29%	8
2023 Q3	$8.45M	Sell	118,045 -855	-0.7%	-$61K	2.51%	8
2023 Q2	$8.15M	Buy	118,900 +48,179	+68%	+$3.06M	2.18%	9
2023 Q1	$4.66M	Sell	70,721 -850	-1%	-$48.9K	1.26%	16
2022 Q4	$4.34M	Buy	71,571 +11,900	+20%	+$696K	1.2%	15
2022 Q3	$3.5M	Sell	59,671 -16,128	-21%	-$1.01M	1.03%	19
2022 Q2	$4.73M	Buy	+75,799	New	+$4.65M	1.3%	14

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 $59.9B AUM 27.01% 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

BCM Advisors's BRO Position: Q2 2026 in Review

BCM Advisors increased its Brown & Brown (BRO) stake by 0.16% in Q2 2026, buying an estimated $8.42K and bringing the position to 88,372 shares worth $5.98M. The position accounts for 1.16% of the portfolio, ranked #18.

BCM Advisors first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. The position peaked at $11M in Q2 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

BCM Advisors held 88,372 shares of Brown & Brown worth $5.98M as of Q2 2026.
BCM Advisors bought 138 Brown & Brown shares in Q2 2026, an estimated $8.42K.
Brown & Brown made up 1.16% of BCM Advisors's portfolio in Q2 2026, its #18 holding.
BCM Advisors first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
BCM Advisors's Brown & Brown position peaked at $11M in Q2 2024.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.