Cerity Partners
BRO icon

Cerity Partners’s Brown & Brown BRO Stock Holding History

Cerity 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 		$5.51M Buy
85,911
+48,140
+127% +$2.94M 0.01% 1051
2026
Q1 		$2.46M Sell
37,771
-13,499
-26% -$973K ﹤0.01% 1368
2025
Q4 		$4.09M Sell
51,270
-25,715
-33% -$2.15M 0.01% 1025
2025
Q3 		$7.22M Buy
76,985
+34,888
+83% +$3.4M 0.01% 717
2025
Q2 		$4.67M Sell
42,097
-7,178
-15% -$807K 0.01% 827
2025
Q1 		$6.13M Buy
49,275
+1,136
+2% +$127K 0.01% 663
2024
Q4 		$4.95M Sell
48,139
-6,113
-11% -$653K 0.01% 715
2024
Q3 		$5.62M Buy
54,252
+18,869
+53% +$1.88M 0.01% 654
2024
Q2 		$3.16M Sell
35,383
-29,807
-46% -$2.59M 0.01% 744
2024
Q1 		$5.71M Buy
65,190
+41,862
+179% +$3.37M 0.02% 612
2023
Q4 		$1.66M Buy
23,328
+14,210
+156% +$1.02M 0.01% 822
2023
Q3 		$637K Sell
9,118
-17,294
-65% -$1.23M ﹤0.01% 885
2023
Q2 		$1.82M Buy
26,412
+4,733
+22% +$301K 0.01% 749
2023
Q1 		$1.28M Buy
21,679
+1,290
+6% +$74.1K ﹤0.01% 880
2022
Q4 		$1.16M Sell
20,389
-18,250
-47% -$1.07M 0.01% 657
2022
Q3 		$2.34M Sell
38,639
-2,482
-6% -$156K 0.03% 349
2022
Q2 		$2.4M Buy
41,121
+10,264
+33% +$630K 0.03% 372
2022
Q1 		$2.23M Buy
+30,857
New +$2.07M 0.03% 313

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Cerity Partners's BRO Position: Q2 2026 in Review

Cerity Partners increased its Brown & Brown (BRO) stake by 127% in Q2 2026, buying an estimated $2.94M and bringing the position to 85,911 shares worth $5.51M. The position accounts for 0.01% of the portfolio, ranked #1051.

Cerity Partners first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.22M in Q3 2025. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cerity Partners held 85,911 shares of Brown & Brown worth $5.51M as of Q2 2026.
  • Cerity Partners bought 48,140 Brown & Brown shares in Q2 2026, an estimated $2.94M.
  • Brown & Brown made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1051 holding.
  • Cerity Partners first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Brown & Brown position peaked at $7.22M in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.