Capital Fund Management (CFM)’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 | $668K | Buy |
+10,418
| New | +$635K | ﹤0.01% | 1823 |
|
|
2025
Q4 | – | Sell |
-137,444
| Closed | -$12.9M | – | 2374 |
|
|
2025
Q3 | $12.9M | Buy |
137,444
+96,823
| +238% | +$9.44M | 0.03% | 704 |
|
|
2025
Q2 | $4.5M | Buy |
+40,621
| New | +$4.56M | 0.01% | 1209 |
|
|
2025
Q1 | – | Sell |
-29,305
| Closed | -$2.99M | – | 2004 |
|
|
2024
Q4 | $2.99M | Buy |
+29,305
| New | +$3.13M | 0.01% | 1333 |
|
|
2024
Q2 | – | Sell |
-106,244
| Closed | -$9.3M | – | 1889 |
|
|
2024
Q1 | $9.3M | Sell |
106,244
-10,445
| -9% | -$840K | 0.03% | 768 |
|
|
2023
Q4 | $8.3M | Buy |
116,689
+52,482
| +82% | +$3.75M | 0.02% | 873 |
|
|
2023
Q3 | $4.48M | Buy |
64,207
+8,470
| +15% | +$604K | 0.02% | 994 |
|
|
2023
Q2 | $3.84M | Buy |
+55,737
| New | +$3.55M | 0.02% | 955 |
|
|
2021
Q4 | – | Sell |
-16,346
| Closed | -$906K | – | 1600 |
|
|
2021
Q3 | $906K | Buy |
+16,346
| New | +$911K | 0.01% | 1212 |
|
|
2019
Q4 | – | Sell |
-87,900
| Closed | -$3.17M | – | 1828 |
|
|
2019
Q3 | $3.17M | Sell |
87,900
-10,800
| -11% | -$386K | 0.03% | 630 |
|
|
2019
Q2 | $3.31M | Buy |
98,700
+66,044
| +202% | +$2.09M | 0.03% | 651 |
|
|
2019
Q1 | $964K | Buy |
32,656
+23,378
| +252% | +$668K | 0.01% | 1044 |
|
|
2018
Q4 | $256K | Sell |
9,278
-34,722
| -79% | -$982K | ﹤0.01% | 1657 |
|
|
2018
Q3 | $1.3M | Buy |
+44,000
| New | +$1.31M | 0.01% | 1277 |
|
|
2018
Q2 | – | Sell |
-89,000
| Closed | -$2.26M | – | 1987 |
|
|
2018
Q1 | $2.26M | Buy |
+89,000
| New | +$2.33M | 0.01% | 969 |
|
|
2017
Q3 | – | Sell |
-33,800
| Closed | -$728K | – | 1528 |
|
|
2017
Q2 | $728K | Buy |
33,800
+3,400
| +11% | +$72.9K | 0.01% | 1015 |
|
|
2017
Q1 | $634K | Buy |
+30,400
| New | +$658K | 0.01% | 1067 |
|
|
2016
Q4 | – | Sell |
-22,800
| Closed | -$430K | – | 1648 |
|
|
2016
Q3 | $430K | Buy |
+22,800
| New | +$422K | ﹤0.01% | 1259 |
|
|
2016
Q2 | – | Sell |
-27,600
| Closed | -$494K | – | 1537 |
|
|
2016
Q1 | $494K | Buy |
+27,600
| New | +$443K | ﹤0.01% | 1151 |
|
|
2015
Q2 | – | Sell |
-35,600
| Closed | -$589K | – | 1468 |
|
|
2015
Q1 | $589K | Buy |
35,600
+13,090
| +58% | +$211K | 0.01% | 980 |
|
|
2014
Q4 | $370K | Buy |
+22,510
| New | +$362K | ﹤0.01% | 1256 |
|
|
2014
Q3 | – | Sell |
-227,738
| Closed | -$3.5M | – | 1531 |
|
|
2014
Q2 | $3.5M | Sell |
227,738
-75,298
| -25% | -$1.13M | 0.04% | 532 |
|
|
2014
Q1 | $4.66M | Buy |
303,036
+48,876
| +19% | +$751K | 0.06% | 396 |
|
|
2013
Q4 | $3.99M | Sell |
254,160
-186,338
| -42% | -$2.95M | 0.05% | 461 |
|
|
2013
Q3 | $7.07M | Buy |
440,498
+79,188
| +22% | +$1.29M | 0.1% | 265 |
|
|
2013
Q2 | $5.82M | Buy |
+361,310
| New | +$5.72M | 0.09% | 292 |
|
Other funds holding BRO
VLKIM
Capital Fund Management (CFM)'s BRO Position: Q2 2026 in Review
Capital Fund Management (CFM) opened a new position in Brown & Brown (BRO) in Q2 2026: 10,418 shares worth $668K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in BRO as recently as Q3 2025.
Capital Fund Management (CFM) first reported a position in BRO in Q2 2013 and has held it in 26 quarters since. The position peaked at $12.9M in Q3 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Capital Fund Management (CFM) held 10,418 shares of Brown & Brown worth $668K as of Q2 2026.
- Brown & Brown was a new Capital Fund Management (CFM) position in Q2 2026.
- Brown & Brown made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1823 holding.
- Capital Fund Management (CFM) first reported a position in Brown & Brown in Q2 2013 and has held it in 26 quarters since.
- Capital Fund Management (CFM)'s Brown & Brown position peaked at $12.9M in Q3 2025.
- 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.