Boston Partners’s Brown & Brown BRO Stock Holding History

Boston Partners’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	–	Sell	-19,180	Closed	-$1.25M	–	808
2026 Q1	$1.25M	Buy	19,180 +1,928	+11%	+$139K	﹤0.01%	621
2025 Q4	$1.37M	Sell	17,252 -1,570,698	-99%	-$131M	﹤0.01%	600
2025 Q3	$149M	Buy	1,587,950 +43,447	+3%	+$4.23M	0.15%	187
2025 Q2	$171M	Buy	+1,544,503	New	+$174M	0.19%	177

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VPM

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

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners's BRO Position: Q2 2026 in Review

Boston Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 19,180 shares — an estimated $1.25M sold.

Boston Partners first reported a position in BRO in Q2 2025 and held it in 4 quarters. The position peaked at $171M in Q2 2025. 645 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Boston Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Boston Partners sold 19,180 Brown & Brown shares in Q2 2026, an estimated $1.25M.
Boston Partners first reported a position in Brown & Brown in Q2 2025 and held it in 4 quarters.
Boston Partners's Brown & Brown position peaked at $171M in Q2 2025.
645 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.