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

Capstone 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
2025
Q1 		– Sell
-1,300
Closed -$133K – 1402
2024
Q4 		$133K Buy
1,300
+800
+160% +$85.4K ﹤0.01% 1657
2024
Q3 		$51.8K Buy
+500
New +$49.7K ﹤0.01% 1797
2022
Q3 		– Sell
-1,400
Closed -$82K – 1656
2022
Q2 		$82K Sell
1,400
-10,300
-88% -$632K ﹤0.01% 1529
2022
Q1 		$846K Buy
11,700
+1,100
+10% +$73.8K ﹤0.01% 1372
2021
Q4 		$745K Buy
+10,600
New +$684K ﹤0.01% 1378

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

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

Capstone Investment Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 6,713 shares worth $431K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BRO as recently as Q1 2025.

Capstone Investment Advisors first reported a position in BRO in Q3 2016 and has held it in 15 quarters since. The position peaked at $2.8M in Q1 2017. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Capstone Investment Advisors held 6,713 shares of Brown & Brown worth $431K as of Q2 2026.
  • Brown & Brown was a new Capstone Investment Advisors position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1304 holding.
  • Capstone Investment Advisors first reported a position in Brown & Brown in Q3 2016 and has held it in 15 quarters since.
  • Capstone Investment Advisors's Brown & Brown position peaked at $2.8M in Q1 2017.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.