CIBC Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.2M | Sell |
81,969
-265,875
| -76% | -$16.2M | 0.01% | 512 |
|
|
2026
Q1 | $22.6M | Sell |
347,844
-84,548
| -20% | -$6.09M | 0.06% | 233 |
|
|
2025
Q4 | $34.4M | Buy |
432,392
+355,132
| +460% | +$29.6M | 0.08% | 168 |
|
|
2025
Q3 | $7.25M | Sell |
77,260
-21,708
| -22% | -$2.12M | 0.02% | 356 |
|
|
2025
Q2 | $11M | Buy |
98,968
+32,301
| +48% | +$3.63M | 0.03% | 292 |
|
|
2025
Q1 | $8.29M | Buy |
66,667
+27,961
| +72% | +$3.12M | 0.03% | 331 |
|
|
2024
Q4 | $3.95M | Buy |
38,706
+1,707
| +5% | +$182K | 0.01% | 446 |
|
|
2024
Q3 | $3.83M | Buy |
36,999
+2,636
| +8% | +$262K | 0.01% | 446 |
|
|
2024
Q2 | $3.07M | Buy |
34,363
+656
| +2% | +$56.9K | 0.01% | 455 |
|
|
2024
Q1 | $2.95M | Buy |
33,707
+1,029
| +3% | +$82.7K | 0.01% | 487 |
|
|
2023
Q4 | $2.32M | Sell |
32,678
-1,304
| -4% | -$93.2K | 0.01% | 521 |
|
|
2023
Q3 | $2.37M | Sell |
33,982
-82
| -0.2% | -$5.85K | 0.01% | 501 |
|
|
2023
Q2 | $2.34M | Sell |
34,064
-337
| -1% | -$21.4K | 0.01% | 509 |
|
|
2023
Q1 | $1.98M | Buy |
34,401
+135
| +0.4% | +$7.76K | 0.01% | 557 |
|
|
2022
Q4 | $1.95M | Buy |
34,266
+1,265
| +4% | +$74K | 0.01% | 546 |
|
|
2022
Q3 | $2M | Buy |
33,001
+2,698
| +9% | +$170K | 0.01% | 534 |
|
|
2022
Q2 | $1.77M | Sell |
30,303
-71,992
| -70% | -$4.42M | 0.01% | 542 |
|
|
2022
Q1 | $7.39M | Sell |
102,295
-18,882
| -16% | -$1.27M | 0.03% | 290 |
|
|
2021
Q4 | $8.52M | Buy |
121,177
+535
| +0.4% | +$34.5K | 0.03% | 286 |
|
|
2021
Q3 | $6.69M | Sell |
120,642
-37,528
| -24% | -$2.09M | 0.03% | 302 |
|
|
2021
Q2 | $8.4M | Buy |
158,170
+6,529
| +4% | +$336K | 0.03% | 264 |
|
|
2021
Q1 | $6.93M | Buy |
151,641
+9,203
| +6% | +$422K | 0.03% | 285 |
|
|
2020
Q4 | $6.75M | Buy |
142,438
+2,572
| +2% | +$118K | 0.03% | 267 |
|
|
2020
Q3 | $6.33M | Buy |
139,866
+129,525
| +1,253% | +$5.78M | 0.03% | 247 |
|
|
2020
Q2 | $421K | Hold |
10,341
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $375K | Sell |
10,341
-4,862
| -32% | -$206K | ﹤0.01% | 682 |
|
|
2019
Q4 | $600K | Buy |
15,203
+2,711
| +22% | +$102K | ﹤0.01% | 694 |
|
|
2019
Q3 | $450K | Sell |
12,492
-611
| -5% | -$21.9K | ﹤0.01% | 736 |
|
|
2019
Q2 | $439K | Hold |
13,103
| – | – | ﹤0.01% | 764 |
|
|
2019
Q1 | $387K | Sell |
13,103
-194
| -1% | -$5.54K | ﹤0.01% | 774 |
|
|
2018
Q4 | $366K | Sell |
13,297
-94
| -0.7% | -$2.66K | ﹤0.01% | 744 |
|
|
2018
Q3 | $396K | Buy |
13,391
+58
| +0.4% | +$1.72K | ﹤0.01% | 771 |
|
|
2018
Q2 | $370K | Buy |
13,333
+497
| +4% | +$13.5K | ﹤0.01% | 786 |
|
|
2018
Q1 | $327K | Sell |
12,836
-128
| -1% | -$3.34K | ﹤0.01% | 795 |
|
|
2017
Q4 | $334K | Sell |
12,964
-906
| -7% | -$22.8K | ﹤0.01% | 790 |
|
|
2017
Q3 | $334K | Buy |
13,870
+1,380
| +11% | +$31K | ﹤0.01% | 778 |
|
|
2017
Q2 | $269K | Hold |
12,490
| – | – | ﹤0.01% | 816 |
|
|
2017
Q1 | $261K | Sell |
12,490
-678
| -5% | -$14.7K | ﹤0.01% | 818 |
|
|
2016
Q4 | $295K | Sell |
13,168
-186
| -1% | -$3.78K | ﹤0.01% | 791 |
|
|
2016
Q3 | $252K | Hold |
13,354
| – | – | ﹤0.01% | 823 |
|
|
2016
Q2 | $250K | Buy |
13,354
+52
| +0.4% | +$924 | ﹤0.01% | 808 |
|
|
2016
Q1 | $238K | Sell |
13,302
-252
| -2% | -$4.05K | ﹤0.01% | 809 |
|
|
2015
Q4 | $218K | Hold |
13,554
| – | – | ﹤0.01% | 832 |
|
|
2015
Q3 | $210K | Sell |
13,554
-168
| -1% | -$2.76K | ﹤0.01% | 846 |
|
|
2015
Q2 | $225K | Buy |
13,722
+98
| +0.7% | +$1.6K | ﹤0.01% | 873 |
|
|
2015
Q1 | $226K | Buy |
13,624
+350
| +3% | +$5.65K | ﹤0.01% | 868 |
|
|
2014
Q4 | $218K | Sell |
13,274
-2,652
| -17% | -$42.6K | ﹤0.01% | 861 |
|
|
2014
Q3 | $256K | Sell |
15,926
-5,226
| -25% | -$82.7K | ﹤0.01% | 828 |
|
|
2014
Q2 | $325K | Buy |
21,152
+4,864
| +30% | +$73.1K | ﹤0.01% | 717 |
|
|
2014
Q1 | $251K | Buy |
16,288
+16
| +0.1% | +$246 | ﹤0.01% | 864 |
|
|
2013
Q4 | $255K | Buy |
16,272
+234
| +1% | +$3.71K | ﹤0.01% | 808 |
|
|
2013
Q3 | $257K | Sell |
16,038
-346
| -2% | -$5.65K | ﹤0.01% | 767 |
|
|
2013
Q2 | $264K | Buy |
+16,384
| New | +$259K | ﹤0.01% | 756 |
|
Other funds holding BRO
VLKIM
CIBC Asset Management's BRO Position: Q2 2026 in Review
CIBC Asset Management reduced its Brown & Brown (BRO) stake by 76% in Q2 2026, selling an estimated $16.2M and leaving 81,969 shares worth $5.2M. The position accounts for 0.01% of the portfolio, ranked #512.
CIBC Asset Management first reported a position in BRO in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.4M in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- CIBC Asset Management held 81,969 shares of Brown & Brown worth $5.2M as of Q2 2026.
- CIBC Asset Management sold 265,875 Brown & Brown shares in Q2 2026, an estimated $16.2M.
- Brown & Brown made up 0.01% of CIBC Asset Management's portfolio in Q2 2026, its #512 holding.
- CIBC Asset Management first reported a position in Brown & Brown in Q2 2013 and has held it in 53 quarters since.
- CIBC Asset Management's Brown & Brown position peaked at $34.4M in Q4 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.