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Cary Street Partners’s Brown & Brown BRO Stock Holding History

Cary Street Partners’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 		– Sell
-381
Closed -$24.8K – 1089
2026
Q1 		$24.8K Sell
381
-22
-5% -$1.59K ﹤0.01% 959
2025
Q4 		$32.1K Hold
403
– – ﹤0.01% 953
2025
Q3 		$37.8K Sell
403
-530
-57% -$51.7K ﹤0.01% 896
2025
Q2 		$103K Buy
933
+353
+61% +$39.7K ﹤0.01% 835
2025
Q1 		$72.2K Buy
580
+49
+9% +$5.47K ﹤0.01% 818
2024
Q4 		$54.2K Buy
+531
New +$56.7K ﹤0.01% 795

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 $59.9B AUM 27.01% 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

Cary Street Partners's BRO Position: Q2 2026 in Review

Cary Street Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 381 shares — an estimated $24.8K sold.

Cary Street Partners first reported a position in BRO in Q4 2024 and held it in 6 quarters. The position peaked at $103K in Q2 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cary Street Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners sold 381 Brown & Brown shares in Q2 2026, an estimated $24.8K.
  • Cary Street Partners first reported a position in Brown & Brown in Q4 2024 and held it in 6 quarters.
  • Cary Street Partners's Brown & Brown position peaked at $103K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.