Cheviot Value Management’s Brown & Brown BRO Stock Holding History

Cheviot Value 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	$34K	Hold	530	–	–	﹤0.01%	230
2026 Q1	$34.6K	Hold	530	–	–	﹤0.01%	217
2025 Q4	$38.2K	Sell	530 -70	-12%	-$5.84K	﹤0.01%	212
2025 Q3	$49.4K	Hold	600	–	–	0.01%	213
2025 Q2	$56.2K	Hold	600	–	–	0.01%	186
2025 Q1	$66.2K	Buy	+600	New	+$67K	0.01%	172

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

Cheviot Value Management's BRO Position: Q2 2026 in Review

Cheviot Value Management held its Brown & Brown (BRO) position steady in Q2 2026 at 530 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Cheviot Value Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.2K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Cheviot Value Management held 530 shares of Brown & Brown worth $34K as of Q2 2026.
Cheviot Value Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #230 holding.
Cheviot Value Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Brown & Brown position peaked at $66.2K in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.