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
2026
Q2 		$263K Buy
+4,106
New +$250K ﹤0.01% 1414
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

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

CIBC World Market's BRO Position: Q2 2026 in Review

CIBC World Market opened a new position in Brown & Brown (BRO) in Q2 2026: 4,106 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: CIBC World Market previously reported a position in BRO as recently as Q1 2025.

CIBC World Market first reported a position in BRO in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.65M in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • CIBC World Market held 4,106 shares of Brown & Brown worth $263K as of Q2 2026.
  • Brown & Brown was a new CIBC World Market position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1414 holding.
  • CIBC World Market first reported a position in Brown & Brown in Q1 2022 and has held it in 9 quarters since.
  • CIBC World Market's Brown & Brown position peaked at $3.65M in Q1 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.