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 Q2	–	Sell	-2,500	Closed	-$311K	–	1591
2025 Q1	$311K	Sell	2,500 -3,200	-56%	-$358K	﹤0.01%	1183
2024 Q4	$582K	Buy	5,700 +1,900	+50%	+$203K	﹤0.01%	1256
2024 Q3	$394K	Buy	3,800 +2,300	+153%	+$229K	﹤0.01%	1287
2024 Q2	$134K	Buy	+1,500	New	+$130K	﹤0.01%	1849
2024 Q1	–	Sell	-10,600	Closed	-$754K	–	2349
2023 Q4	$754K	Buy	10,600 +9,700	+1,078%	+$693K	﹤0.01%	1161
2023 Q3	$62.9K	Sell	900 -7,200	-89%	-$513K	﹤0.01%	2001
2023 Q2	$558K	Hold	8,100	–	–	﹤0.01%	1108
2023 Q1	$465K	Buy	+8,100	New	+$466K	﹤0.01%	1035
2022 Q3	–	Sell	-2,900	Closed	-$169K	–	1657
2022 Q2	$169K	Sell	2,900 -44,000	-94%	-$2.7M	﹤0.01%	1447
2022 Q1	$3.39M	Buy	46,900 +12,400	+36%	+$832K	0.01%	846
2021 Q4	$2.42M	Buy	34,500 +23,000	+200%	+$1.48M	﹤0.01%	1066
2021 Q3	$638K	Buy	+11,500	New	+$641K	﹤0.01%	1517

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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.