CIBC World Market
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CIBC World Market’s Brown & Brown BRO Stock Holding History

CIBC World Market’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
Q2 		– Sell
-29,324
Closed -$3.65M – 1377
2025
Q1 		$3.65M Buy
29,324
+18,113
+162% +$2.02M 0.01% 571
2024
Q4 		$1.14M Buy
11,211
+1,675
+18% +$179K ﹤0.01% 847
2024
Q3 		$988K Buy
9,536
+756
+9% +$75.2K ﹤0.01% 828
2024
Q2 		$785K Buy
8,780
+125
+1% +$10.9K ﹤0.01% 840
2024
Q1 		$758K Buy
8,655
+345
+4% +$27.7K ﹤0.01% 883
2023
Q4 		$591K Sell
8,310
-451
-5% -$32.2K ﹤0.01% 899
2023
Q3 		$612K Buy
+8,761
New +$625K ﹤0.01% 851
2022
Q2 		– Sell
-4,895
Closed -$354K – 1281
2022
Q1 		$354K Buy
+4,895
New +$328K ﹤0.01% 1036

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market's BRO Position: Q2 2025 in Review

CIBC World Market sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 29,324 shares — an estimated $3.65M sold.

CIBC World Market first reported a position in BRO in Q1 2022 and held it in 8 quarters. The position peaked at $3.65M in Q1 2025. 928 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

  • CIBC World Market reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
  • CIBC World Market sold 29,324 Brown & Brown shares in Q2 2025, an estimated $3.65M.
  • CIBC World Market first reported a position in Brown & Brown in Q1 2022 and held it in 8 quarters.
  • CIBC World Market's Brown & Brown position peaked at $3.65M in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on CIBC World Market's 13F filing for Q2 2025, filed 14 Aug 2025.