Chaney Capital Management’s Brown & Brown BRO Stock Holding History

Chaney Capital Management’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	$697K	Hold	10,864	–	–	0.22%	23
2026 Q1	$708K	Hold	10,864	–	–	0.25%	21
2025 Q4	$866K	Hold	10,864	–	–	0.3%	20
2025 Q3	$1.02M	Hold	10,864	–	–	0.36%	20
2025 Q2	$1.2M	Hold	10,864	–	–	0.47%	17
2025 Q1	$1.35M	Hold	10,864	–	–	0.6%	16
2024 Q4	$1.11M	Hold	10,864	–	–	0.52%	17
2024 Q3	$1.13M	Hold	10,864	–	–	0.63%	15
2024 Q2	$971K	Hold	10,864	–	–	0.64%	16
2024 Q1	$951K	Hold	10,864	–	–	0.76%	13
2023 Q4	$773K	Buy	+10,864	New	+$777K	0.69%	14

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 $3.37T AUM 44.26% 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

Chaney Capital Management's BRO Position: Q2 2026 in Review

Chaney Capital Management held its Brown & Brown (BRO) position steady in Q2 2026 at 10,864 shares worth $697K. The position accounts for 0.22% of the portfolio, ranked #23.

Chaney Capital Management first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Chaney Capital Management held 10,864 shares of Brown & Brown worth $697K as of Q2 2026.
Chaney Capital Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.22% of Chaney Capital Management's portfolio in Q2 2026, its #23 holding.
Chaney Capital Management first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
Chaney Capital Management's Brown & Brown position peaked at $1.35M in Q1 2025.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Chaney Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.