Brinker Capital Investments’s Brown & Brown BRO Stock Holding History

Brinker Capital Investments’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	$1.28M	Buy	20,016 +16,802	+523%	+$1.02M	0.01%	1023
2026 Q1	$210K	Sell	3,214 -315	-9%	-$22.7K	﹤0.01%	1842
2025 Q4	$281K	Buy	3,529 +545	+18%	+$45.5K	﹤0.01%	1839
2025 Q3	$280K	Sell	2,984 -9,534	-76%	-$929K	﹤0.01%	1789
2025 Q2	$1.39M	Buy	12,518 +2,409	+24%	+$271K	0.01%	996
2025 Q1	$1.26M	Buy	10,109 +6,841	+209%	+$764K	0.01%	958
2024 Q4	$333K	Sell	3,268 -280	-8%	-$29.9K	﹤0.01%	1507
2024 Q3	$368K	Sell	3,548 -41	-1%	-$4.08K	﹤0.01%	1438
2024 Q2	$321K	Sell	3,589 -116	-3%	-$10.1K	﹤0.01%	1441
2024 Q1	$324K	Buy	3,705 +529	+17%	+$42.5K	﹤0.01%	1428
2023 Q4	$229K	Buy	+3,176	New	+$227K	﹤0.01%	1518
2016 Q4	–	Sell	-2	Closed	–	–	498
2016 Q3	$0	Buy	+2	New	+$37	﹤0.01%	502
2016 Q1	–	Sell	-4	Closed	–	–	430
2015 Q4	$0	Buy	+4	New	+$64	﹤0.01%	588
2013 Q3	–	Sell	-19,386	Closed	-$313K	–	369
2013 Q2	$313K	Buy	+19,386	New	+$307K	0.01%	235

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's BRO Position: Q2 2026 in Review

Brinker Capital Investments increased its Brown & Brown (BRO) stake by 523% in Q2 2026, buying an estimated $1.02M and bringing the position to 20,016 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1023.

Brinker Capital Investments first reported a position in BRO in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Brinker Capital Investments held 20,016 shares of Brown & Brown worth $1.28M as of Q2 2026.
Brinker Capital Investments bought 16,802 Brown & Brown shares in Q2 2026, an estimated $1.02M.
Brown & Brown made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1023 holding.
Brinker Capital Investments first reported a position in Brown & Brown in Q2 2013 and has held it in 14 quarters since.
Brinker Capital Investments's Brown & Brown position peaked at $1.39M in Q2 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.