Callan Family Office’s Brown & Brown BRO Stock Holding History

Callan Family Office’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	$1.22M	Buy	18,986 +2,204	+13%	+$134K	0.02%	545
2026 Q1	$1.09M	Sell	16,782 -3,335	-17%	-$240K	0.02%	538
2025 Q4	$1.6M	Buy	20,117 +4,938	+33%	+$412K	0.03%	408
2025 Q3	$1.42M	Sell	15,179 -5,282	-26%	-$515K	0.05%	319
2025 Q2	$2.27M	Buy	20,461 +13,391	+189%	+$1.5M	0.07%	257
2025 Q1	$880K	Sell	7,070 -3,179	-31%	-$355K	0.07%	235
2024 Q4	$1.05M	Buy	10,249 +4,137	+68%	+$442K	0.07%	247
2024 Q3	$633K	Buy	6,112 +1,557	+34%	+$155K	0.11%	93
2024 Q2	$407K	Buy	+4,555	New	+$395K	0.08%	102

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 $3.37T 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 $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

Callan Family Office's BRO Position: Q2 2026 in Review

Callan Family Office increased its Brown & Brown (BRO) stake by 13% in Q2 2026, buying an estimated $134K and bringing the position to 18,986 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #545.

Callan Family Office first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q2 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Callan Family Office held 18,986 shares of Brown & Brown worth $1.22M as of Q2 2026.
Callan Family Office bought 2,204 Brown & Brown shares in Q2 2026, an estimated $134K.
Brown & Brown made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #545 holding.
Callan Family Office first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Callan Family Office's Brown & Brown position peaked at $2.27M in Q2 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.