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

Channing 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 		$11.1M Buy
173,631
+41,709
+32% +$2.54M 0.26% 73
2026
Q1 		$8.6M Buy
131,922
+36,655
+38% +$2.64M 0.22% 80
2025
Q4 		$7.59M Buy
+95,267
New +$7.95M 0.2% 93

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

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

Channing Capital Management increased its Brown & Brown (BRO) stake by 32% in Q2 2026, buying an estimated $2.54M and bringing the position to 173,631 shares worth $11.1M. The position accounts for 0.26% of the portfolio, ranked #73.

Channing Capital Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Channing Capital Management held 173,631 shares of Brown & Brown worth $11.1M as of Q2 2026.
  • Channing Capital Management bought 41,709 Brown & Brown shares in Q2 2026, an estimated $2.54M.
  • Brown & Brown made up 0.26% of Channing Capital Management's portfolio in Q2 2026, its #73 holding.
  • Channing Capital Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Channing Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.