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Bridgewater Associates’s Brown & Brown BRO Stock Holding History

Bridgewater Associates’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 		$1.16M Buy
+18,017
New +$1.1M ﹤0.01% 814
2024
Q1 		– Sell
-38,500
Closed -$2.74M – 704
2023
Q4 		$2.74M Buy
+38,500
New +$2.75M 0.02% 468
2023
Q1 		– Sell
-115,837
Closed -$6.6M – 740
2022
Q4 		$6.6M Buy
115,837
+50,016
+76% +$2.92M 0.04% 311
2022
Q3 		$3.98M Buy
65,821
+211
+0.3% +$13.3K 0.02% 426
2022
Q2 		$3.83M Sell
65,610
-4,411
-6% -$271K 0.02% 555
2022
Q1 		$5.06M Buy
70,021
+15,884
+29% +$1.07M 0.02% 469
2021
Q4 		$3.81M Sell
54,137
-62,504
-54% -$4.03M 0.02% 354
2021
Q3 		$6.47M Sell
116,641
-174
-0.1% -$9.7K 0.04% 258
2021
Q2 		$6.21M Buy
116,815
+25,830
+28% +$1.33M 0.04% 290
2021
Q1 		$4.16M Buy
90,985
+57,248
+170% +$2.63M 0.04% 235
2020
Q4 		$1.6M Buy
+33,737
New +$1.55M 0.01% 331
2020
Q1 		– Sell
-58,384
Closed -$2.31M – 436
2019
Q4 		$2.31M Buy
+58,384
New +$2.19M 0.02% 195
2019
Q1 		– Sell
-13,364
Closed -$368K – 337
2018
Q4 		$368K Buy
+13,364
New +$378K ﹤0.01% 441
2015
Q4 		– Sell
-19,424
Closed -$301K – 292
2015
Q3 		$301K Buy
+19,424
New +$319K ﹤0.01% 396

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

Bridgewater Associates's BRO Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Brown & Brown (BRO) in Q2 2026: 18,017 shares worth $1.16M. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in BRO as recently as Q4 2023.

Bridgewater Associates first reported a position in BRO in Q3 2015 and has held it in 14 quarters since. The position peaked at $6.6M in Q4 2022. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Bridgewater Associates held 18,017 shares of Brown & Brown worth $1.16M as of Q2 2026.
  • Brown & Brown was a new Bridgewater Associates position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #814 holding.
  • Bridgewater Associates first reported a position in Brown & Brown in Q3 2015 and has held it in 14 quarters since.
  • Bridgewater Associates's Brown & Brown position peaked at $6.6M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.