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Boreal Capital Management’s Brown & Brown BRO Stock Holding History

Boreal Capital 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 		$158K Sell
2,458
-2,655
-52% -$162K 0.12% 127
2026
Q1 		$333K Sell
5,113
-2,286
-31% -$165K 0.27% 81
2025
Q4 		$590K Buy
7,399
+1,743
+31% +$145K 0.44% 61
2025
Q3 		$530K Buy
5,656
+1,503
+36% +$146K 0.43% 62
2025
Q2 		$460K Buy
+4,153
New +$467K 0.38% 74

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

Boreal Capital Management's BRO Position: Q2 2026 in Review

Boreal Capital Management reduced its Brown & Brown (BRO) stake by 52% in Q2 2026, selling an estimated $162K and leaving 2,458 shares worth $158K. The position accounts for 0.12% of the portfolio, ranked #127.

Boreal Capital Management first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $590K in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Boreal Capital Management held 2,458 shares of Brown & Brown worth $158K as of Q2 2026.
  • Boreal Capital Management sold 2,655 Brown & Brown shares in Q2 2026, an estimated $162K.
  • Brown & Brown made up 0.12% of Boreal Capital Management's portfolio in Q2 2026, its #127 holding.
  • Boreal Capital Management first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Brown & Brown position peaked at $590K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.