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Chilton Investment Company’s Brown & Brown BRO Stock Holding History

Chilton Investment Company’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 		$330K Sell
5,137
-1,829
-26% -$112K 0.01% 252
2026
Q1 		$454K Sell
6,966
-820,900
-99% -$59.2M 0.01% 208
2025
Q4 		$66M Sell
827,866
-802,743
-49% -$67M 1.38% 20
2025
Q3 		$153M Buy
1,630,609
+130,009
+9% +$12.7M 3.12% 10
2025
Q2 		$166M Buy
1,500,600
+413,993
+38% +$46.5M 3.69% 8
2025
Q1 		$135M Buy
1,086,607
+54,282
+5% +$6.07M 3.3% 10
2024
Q4 		$105M Buy
1,032,325
+271,403
+36% +$29M 2.71% 10
2024
Q3 		$78.8M Buy
760,922
+31,533
+4% +$3.14M 2.06% 13
2024
Q2 		$65.2M Buy
729,389
+519,721
+248% +$45.1M 1.84% 15
2024
Q1 		$18.4M Buy
209,668
+191,646
+1,063% +$15.4M 0.5% 35
2023
Q4 		$1.28M Buy
18,022
+2,800
+18% +$200K 0.04% 94
2023
Q3 		$1.06M Sell
15,222
-546
-3% -$38.9K 0.03% 98
2023
Q2 		$1.09M Sell
15,768
-137,395
-90% -$8.74M 0.03% 96
2023
Q1 		$8.79M Sell
153,163
-322,022
-68% -$18.5M 0.27% 43
2022
Q4 		$27.1M Buy
475,185
+234,436
+97% +$13.7M 0.83% 25
2022
Q3 		$14.6M Buy
240,749
+84,933
+55% +$5.34M 0.45% 31
2022
Q2 		$9.09M Sell
155,816
-6,200
-4% -$381K 0.25% 39
2022
Q1 		$11.7M Buy
162,016
+57,331
+55% +$3.84M 0.28% 33
2021
Q4 		$7.36M Buy
104,685
+100,723
+2,542% +$6.5M 0.15% 46
2021
Q3 		$220K Hold
3,962
– – 0.01% 153
2021
Q2 		$211K Buy
+3,962
New +$204K 0.01% 134
2020
Q3 		– Sell
-10,839
Closed -$637K – 145
2020
Q2 		$637K Buy
+10,839
New +$418K 0.02% 101
2020
Q1 		– Sell
-5,070
Closed -$200K – 123
2019
Q4 		$200K Buy
+5,070
New +$190K 0.01% 122
2017
Q2 		– Sell
-12,504
Closed -$261K – 135
2017
Q1 		$261K Hold
12,504
– – 0.01% 125
2016
Q4 		$280K Hold
12,504
– – 0.01% 120
2016
Q3 		$236K Hold
12,504
– – 0.01% 115
2016
Q2 		$234K Hold
12,504
– – 0.01% 119
2016
Q1 		$224K Buy
+12,504
New +$201K 0.01% 115

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

Chilton Investment Company's BRO Position: Q2 2026 in Review

Chilton Investment Company reduced its Brown & Brown (BRO) stake by 26% in Q2 2026, selling an estimated $112K and leaving 5,137 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #252.

Chilton Investment Company first reported a position in BRO in Q1 2016 and has held it in 28 quarters since. The position peaked at $166M in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Chilton Investment Company held 5,137 shares of Brown & Brown worth $330K as of Q2 2026.
  • Chilton Investment Company sold 1,829 Brown & Brown shares in Q2 2026, an estimated $112K.
  • Brown & Brown made up 0.01% of Chilton Investment Company's portfolio in Q2 2026, its #252 holding.
  • Chilton Investment Company first reported a position in Brown & Brown in Q1 2016 and has held it in 28 quarters since.
  • Chilton Investment Company's Brown & Brown position peaked at $166M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.