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

CIBC World Markets’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 		$3.24M Buy
+40,704
New +$3.4M 0.02% 512
2025
Q2 		$3.97M Buy
35,771
+6,885
+24% +$774K 0.02% 414
2025
Q1 		$3.59M Sell
28,886
-8,823
-23% -$986K 0.03% 369
2024
Q4 		$3.85M Sell
37,709
-8,534
-18% -$911K 0.02% 413
2024
Q3 		$4.79M Buy
46,243
+562
+1% +$55.9K 0.03% 334
2024
Q2 		$4.08M Sell
45,681
-14,510
-24% -$1.26M 0.03% 355
2024
Q1 		$5.27M Buy
60,191
+5,274
+10% +$424K 0.03% 309
2023
Q4 		$3.91M Buy
54,917
+17,110
+45% +$1.22M 0.02% 393
2023
Q3 		$2.64M Sell
37,807
-10,199
-21% -$727K 0.03% 328
2023
Q2 		$3.3M Buy
48,006
+17,129
+55% +$1.09M 0.03% 375
2023
Q1 		$1.77M Sell
30,877
-246,808
-89% -$14.2M 0.03% 387
2022
Q4 		$15.8M Buy
277,685
+238,970
+617% +$14M 0.11% 138
2022
Q3 		$2.34M Sell
38,715
-14,042
-27% -$884K 0.03% 249
2022
Q2 		$3.08M Sell
52,757
-2,256
-4% -$138K 0.03% 310
2022
Q1 		$3.98M Buy
55,013
+4,500
+9% +$302K 0.03% 289
2021
Q4 		$3.55M Sell
50,513
-11,234
-18% -$725K 0.02% 318
2021
Q3 		$3.42M Buy
+61,747
New +$3.44M 0.02% 347
2021
Q2 		– Sell
-25,140
Closed -$1.15M – 654
2021
Q1 		$1.15M Buy
+25,140
New +$1.15M 0.01% 572
2020
Q1 		– Sell
-99,067
Closed -$3.91M – 603
2019
Q4 		$3.91M Buy
+99,067
New +$3.72M 0.03% 451

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 World Markets's BRO Position: Q4 2025 in Review

CIBC World Markets opened a new position in Brown & Brown (BRO) in Q4 2025: 40,704 shares worth $3.24M. The stake represents 0.02% of the portfolio and ranks #512 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in BRO as recently as Q2 2025.

CIBC World Markets first reported a position in BRO in Q4 2019 and has held it in 19 quarters since. The position peaked at $15.8M in Q4 2022. 887 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

  • CIBC World Markets held 40,704 shares of Brown & Brown worth $3.24M as of Q4 2025.
  • Brown & Brown was a new CIBC World Markets position in Q4 2025.
  • Brown & Brown made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #512 holding.
  • CIBC World Markets first reported a position in Brown & Brown in Q4 2019 and has held it in 19 quarters since.
  • CIBC World Markets's Brown & Brown position peaked at $15.8M in Q4 2022.
  • 887 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.