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

Capital World 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	$928M	Sell	14,465,915 -2,028,007	-12%	-$124M	0.11%	156
2026 Q1	$1.08B	Sell	16,493,922 -1,392,473	-8%	-$100M	0.15%	137
2025 Q4	$1.43B	Buy	17,886,395 +407,006	+2%	+$34M	0.19%	116
2025 Q3	$1.64B	Buy	17,479,389 +7,827,992	+81%	+$763M	0.22%	104
2025 Q2	$1.07B	Buy	9,651,397 +1,386,443	+17%	+$156M	0.16%	132
2025 Q1	$1.03B	Buy	8,264,954 +4,069,273	+97%	+$455M	0.17%	129
2024 Q4	$428M	Buy	4,195,681 +566,116	+16%	+$60.5M	0.07%	199
2024 Q3	$376M	Buy	3,629,565 +2,203,685	+155%	+$219M	0.06%	228
2024 Q2	$127M	Buy	1,425,880 +12,656	+0.9%	+$1.1M	0.02%	316
2024 Q1	$124M	Buy	1,413,224 +473,982	+50%	+$38.1M	0.02%	325
2023 Q4	$66.8M	Hold	939,242	–	–	0.01%	361
2023 Q3	$65.6M	Buy	939,242 +52	+0%	+$3.71K	0.01%	360
2023 Q2	$64.7M	Buy	+939,190	New	+$59.7M	0.01%	362

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors reduced its Brown & Brown (BRO) stake by 12% in Q2 2026, selling an estimated $124M and leaving 14,465,915 shares worth $928M. The position accounts for 0.11% of the portfolio, ranked #156.

Capital World Investors first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64B in Q3 2025. 644 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Capital World Investors held 14,465,915 shares of Brown & Brown worth $928M as of Q2 2026.
Capital World Investors sold 2,028,007 Brown & Brown shares in Q2 2026, an estimated $124M.
Brown & Brown made up 0.11% of Capital World Investors's portfolio in Q2 2026, its #156 holding.
Capital World Investors first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
Capital World Investors's Brown & Brown position peaked at $1.64B in Q3 2025.
644 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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