Capital International Investors
BRO icon

Capital International Investors’s Brown & Brown BRO Stock Holding History

Capital International Investors’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 		$51.5M Sell
802,328
-1,808,172
-69% -$110M 0.01% 355
2026
Q1 		$170M Sell
2,610,500
-2,052,665
-44% -$148M 0.04% 234
2025
Q4 		$372M Buy
+4,663,165
New +$389M 0.06% 194

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

Capital International Investors's BRO Position: Q2 2026 in Review

Capital International Investors reduced its Brown & Brown (BRO) stake by 69% in Q2 2026, selling an estimated $110M and leaving 802,328 shares worth $51.5M. The position accounts for 0.01% of the portfolio, ranked #355.

Capital International Investors first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $372M in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Capital International Investors held 802,328 shares of Brown & Brown worth $51.5M as of Q2 2026.
  • Capital International Investors sold 1,808,172 Brown & Brown shares in Q2 2026, an estimated $110M.
  • Brown & Brown made up 0.01% of Capital International Investors's portfolio in Q2 2026, its #355 holding.
  • Capital International Investors first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Capital International Investors's Brown & Brown position peaked at $372M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.