CIBC Private Wealth Group
BRO icon

CIBC Private Wealth Group’s Brown & Brown BRO Stock Holding History

CIBC Private Wealth Group’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 		$4.43M Sell
55,575
-6,078
-10% -$507K 0.01% 451
2025
Q3 		$5.78M Sell
61,653
-1,359,536
-96% -$132M 0.01% 404
2025
Q2 		$158M Buy
1,421,189
+15,760
+1% +$1.77M 0.28% 95
2025
Q1 		$158M Buy
1,405,429
+14,427
+1% +$1.61M 0.33% 84
2024
Q4 		$143M Sell
1,391,002
-21,676
-2% -$2.31M 0.26% 95
2024
Q3 		$146M Sell
1,412,678
-3,085
-0.2% -$307K 0.26% 91
2024
Q2 		$128M Buy
1,415,763
+23,297
+2% +$2.02M 0.24% 102
2024
Q1 		$120M Sell
1,392,466
-3,747
-0.3% -$301K 0.24% 103
2023
Q4 		$99.3M Sell
1,396,213
-12,917
-0.9% -$923K 0.21% 112
2023
Q3 		$98.4M Sell
1,409,130
-84,794
-6% -$6.05M 0.23% 102
2023
Q2 		$103M Buy
1,493,924
+56,052
+4% +$3.57M 0.22% 105
2023
Q1 		$82.6M Sell
1,437,872
-41,717
-3% -$2.4M 0.18% 122
2022
Q4 		$2.47M Sell
1,479,589
-832,179
-36% -$48.7M 0.01% 397
2022
Q3 		$140M Sell
2,311,768
-66,230
-3% -$4.17M 0.38% 72
2022
Q2 		$139M Sell
2,377,998
-182,226
-7% -$11.2M 0.36% 73
2022
Q1 		$185M Buy
2,560,224
+966,166
+61% +$64.8M 0.4% 69
2021
Q4 		$112M Sell
1,594,058
-598
-0% -$38.6K 0.23% 100
2021
Q3 		$88.4M Buy
1,594,656
+33,506
+2% +$1.87M 0.21% 105
2021
Q2 		$83M Buy
1,561,150
+937,118
+150% +$48.2M 0.19% 119
2021
Q1 		$28.5M Buy
+624,032
New +$28.6M 0.07% 198

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

CIBC Private Wealth Group's BRO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Brown & Brown (BRO) stake by 9.9% in Q4 2025, selling an estimated $507K and leaving 55,575 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #451.

CIBC Private Wealth Group first reported a position in BRO in Q1 2021 and has held it in 20 quarters since. The position peaked at $185M in Q1 2022. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • CIBC Private Wealth Group held 55,575 shares of Brown & Brown worth $4.43M as of Q4 2025.
  • CIBC Private Wealth Group sold 6,078 Brown & Brown shares in Q4 2025, an estimated $507K.
  • Brown & Brown made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #451 holding.
  • CIBC Private Wealth Group first reported a position in Brown & Brown in Q1 2021 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's Brown & Brown position peaked at $185M in Q1 2022.
  • 887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.