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Champlain Investment Partners’s Brown & Brown BRO Stock Holding History

Champlain Investment 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 		$19M Sell
295,680
-672,594
-69% -$41M 0.49% 97
2026
Q1 		$63.1M Sell
968,274
-131,036
-12% -$9.45M 0.8% 55
2025
Q4 		$87.6M Buy
+1,099,310
New +$91.7M 0.89% 55

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 $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

Champlain Investment Partners's BRO Position: Q2 2026 in Review

Champlain Investment Partners reduced its Brown & Brown (BRO) stake by 69% in Q2 2026, selling an estimated $41M and leaving 295,680 shares worth $19M. The position accounts for 0.49% of the portfolio, ranked #97.

Champlain Investment Partners first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.6M in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Champlain Investment Partners held 295,680 shares of Brown & Brown worth $19M as of Q2 2026.
  • Champlain Investment Partners sold 672,594 Brown & Brown shares in Q2 2026, an estimated $41M.
  • Brown & Brown made up 0.49% of Champlain Investment Partners's portfolio in Q2 2026, its #97 holding.
  • Champlain Investment Partners first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Champlain Investment Partners's Brown & Brown position peaked at $87.6M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.