C WorldWide Group’s Brown & Brown BRO Stock Holding History

C WorldWide Group’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	-11,022	Closed	-$719K	–	99
2026 Q1	$719K	Sell	11,022 -2,377	-18%	-$171K	0.02%	89
2025 Q4	$1.07M	Sell	13,399 -10,241	-43%	-$854K	0.02%	89
2025 Q3	$2.22M	Buy	23,640 +2,122	+10%	+$207K	0.03%	83
2025 Q2	$2.39M	Buy	+21,518	New	+$2.42M	0.03%	78

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

C WorldWide Group's BRO Position: Q2 2026 in Review

C WorldWide Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 11,022 shares — an estimated $719K sold.

C WorldWide Group first reported a position in BRO in Q2 2025 and held it in 4 quarters. The position peaked at $2.39M in Q2 2025. 717 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

C WorldWide Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
C WorldWide Group sold 11,022 Brown & Brown shares in Q2 2026, an estimated $719K.
C WorldWide Group first reported a position in Brown & Brown in Q2 2025 and held it in 4 quarters.
C WorldWide Group's Brown & Brown position peaked at $2.39M in Q2 2025.
717 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on C WorldWide Group's 13F filing for Q2 2026, filed 4 Aug 2026.