Caitlin John’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$962 Sell
15
-19
-56% -$1.16K ﹤0.01% 877
2026
Q1
$2.22K Sell
34
-30
-47% -$2.16K ﹤0.01% 704
2025
Q4
$5.1K Sell
64
-13,866
-100% -$1.16M ﹤0.01% 632
2025
Q3
$1.31M Buy
13,930
+1,013
+8% +$98.7K 0.91% 35
2025
Q2
$1.43M Buy
+12,917
New +$1.45M 1.3% 23
2025
Q1
Sell
-110
Closed -$11.2K 209
2024
Q4
$11.2K Sell
110
-149
-58% -$15.9K 0.01% 463
2024
Q3
$29K Buy
259
+100
+63% +$9.95K 0.02% 328
2024
Q2
$14.2K Buy
+159
New +$13.8K 0.01% 402

Other funds holding BRO

Caitlin John's BRO Position: Q2 2026 in Review

Caitlin John reduced its Brown & Brown (BRO) stake by 56% in Q2 2026, selling an estimated $1.16K and leaving 15 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Caitlin John first reported a position in BRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Caitlin John held 15 shares of Brown & Brown worth $962 as of Q2 2026.
  • Caitlin John sold 19 Brown & Brown shares in Q2 2026, an estimated $1.16K.
  • Brown & Brown made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #877 holding.
  • Caitlin John first reported a position in Brown & Brown in Q2 2024 and has held it in 8 quarters since.
  • Caitlin John's Brown & Brown position peaked at $1.43M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.