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Cannell & Spears’s Brown & Brown BRO Stock Holding History

Cannell & Spears’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 		$748K Sell
11,663
-1,621
-12% -$98.9K 0.01% 276
2026
Q1 		$866K Buy
13,284
+701
+6% +$50.5K 0.02% 253
2025
Q4 		$1M Buy
12,583
+2,035
+19% +$170K 0.02% 243
2025
Q3 		$989K Buy
10,548
+3,196
+43% +$311K 0.02% 237
2025
Q2 		$815K Sell
7,352
-173
-2% -$19.4K 0.02% 243
2025
Q1 		$936K Buy
7,525
+2
+0% +$223 0.02% 228
2024
Q4 		$767K Sell
7,523
-7
-0.1% -$747 0.02% 257
2024
Q3 		$780K Buy
7,530
+480
+7% +$47.7K 0.02% 260
2024
Q2 		$630K Hold
7,050
– – 0.01% 250
2024
Q1 		$617K Buy
+7,050
New +$567K 0.01% 262
2019
Q2 		– Sell
-8,785
Closed -$259K – 179
2019
Q1 		$259K Hold
8,785
– – 0.03% 144
2018
Q4 		$242K Buy
+8,785
New +$248K 0.04% 145

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

Cannell & Spears's BRO Position: Q2 2026 in Review

Cannell & Spears reduced its Brown & Brown (BRO) stake by 12% in Q2 2026, selling an estimated $98.9K and leaving 11,663 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #276.

Cannell & Spears first reported a position in BRO in Q4 2018 and has held it in 12 quarters since. The position peaked at $1M in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cannell & Spears held 11,663 shares of Brown & Brown worth $748K as of Q2 2026.
  • Cannell & Spears sold 1,621 Brown & Brown shares in Q2 2026, an estimated $98.9K.
  • Brown & Brown made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #276 holding.
  • Cannell & Spears first reported a position in Brown & Brown in Q4 2018 and has held it in 12 quarters since.
  • Cannell & Spears's Brown & Brown position peaked at $1M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.