Capital Investment Advisors
BRO icon

Capital Investment Advisors’s Brown & Brown BRO Stock Holding History

Capital Investment Advisors’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 		$788K Sell
12,284
-672
-5% -$41K 0.01% 413
2026
Q1 		$845K Sell
12,956
-522
-4% -$37.6K 0.01% 378
2025
Q4 		$1.07M Sell
13,478
-1,671
-11% -$139K 0.02% 332
2025
Q3 		$1.42M Buy
15,149
+328
+2% +$32K 0.02% 288
2025
Q2 		$1.64M Sell
14,821
-682
-4% -$76.6K 0.03% 259
2025
Q1 		$1.93M Buy
+15,503
New +$1.73M 0.04% 218

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 $3.38T AUM 44.17% 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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Capital Investment Advisors's BRO Position: Q2 2026 in Review

Capital Investment Advisors reduced its Brown & Brown (BRO) stake by 5.2% in Q2 2026, selling an estimated $41K and leaving 12,284 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #413.

Capital Investment Advisors first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Capital Investment Advisors held 12,284 shares of Brown & Brown worth $788K as of Q2 2026.
  • Capital Investment Advisors sold 672 Brown & Brown shares in Q2 2026, an estimated $41K.
  • Brown & Brown made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #413 holding.
  • Capital Investment Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Capital Investment Advisors's Brown & Brown position peaked at $1.93M in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.