CI Investments Inc
BRO icon

CI Investments Inc’s Brown & Brown BRO Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-934
Closed -$88K – 732
2025
Q3 		$88K Sell
934
-141
-13% -$13.7K ﹤0.01% 906
2025
Q2 		$119K Buy
1,075
+74
+7% +$8.32K ﹤0.01% 865
2025
Q1 		$125K Sell
1,001
-127
-11% -$14.2K ﹤0.01% 835
2024
Q4 		$115K Buy
1,128
+157
+16% +$16.8K ﹤0.01% 900
2024
Q3 		$101K Buy
971
+18
+2% +$1.79K ﹤0.01% 852
2024
Q2 		$85K Sell
953
-1,594
-63% -$138K ﹤0.01% 864
2024
Q1 		$223K Sell
2,547
-251
-9% -$20.2K ﹤0.01% 672
2023
Q4 		$199K Sell
2,798
-1,395
-33% -$99.7K ﹤0.01% 647
2023
Q3 		$293K Buy
4,193
+2,184
+109% +$156K ﹤0.01% 542
2023
Q2 		$138K Buy
2,009
+54
+3% +$3.44K ﹤0.01% 706
2023
Q1 		$112K Sell
1,955
-66
-3% -$3.79K ﹤0.01% 711
2022
Q4 		$115K Buy
2,021
+1,711
+552% +$100K ﹤0.01% 708
2022
Q3 		$19K Buy
310
+282
+1,007% +$17.7K ﹤0.01% 1037
2022
Q2 		$2K Sell
28
-1
-3% -$61 ﹤0.01% 1139
2022
Q1 		$2K Sell
29
-1,662
-98% -$111K ﹤0.01% 1206
2021
Q4 		$119K Sell
1,691
-3,615
-68% -$233K ﹤0.01% 859
2021
Q3 		$294K Sell
5,306
-38
-0.7% -$2.12K ﹤0.01% 677
2021
Q2 		$284K Buy
5,344
+1,003
+23% +$51.6K ﹤0.01% 698
2021
Q1 		$198K Sell
4,341
-1,206
-22% -$55.4K ﹤0.01% 666
2020
Q4 		$263K Buy
5,547
+809
+17% +$37.2K ﹤0.01% 623
2020
Q3 		$214K Buy
4,738
+1,508
+47% +$67.3K ﹤0.01% 565
2020
Q2 		$132K Sell
3,230
-36,829
-92% -$1.42M ﹤0.01% 552
2020
Q1 		$1.45M Sell
40,059
-4,789
-11% -$202K 0.01% 321
2019
Q4 		$1.77M Buy
+44,848
New +$1.68M 0.01% 330

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

CI Investments Inc's BRO Position: Q4 2025 in Review

CI Investments Inc sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 934 shares — an estimated $88K sold.

CI Investments Inc first reported a position in BRO in Q4 2019 and held it in 24 quarters. The position peaked at $1.77M in Q4 2019. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • CI Investments Inc reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 934 Brown & Brown shares in Q4 2025, an estimated $88K.
  • CI Investments Inc first reported a position in Brown & Brown in Q4 2019 and held it in 24 quarters.
  • CI Investments Inc's Brown & Brown position peaked at $1.77M in Q4 2019.
  • 887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.