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CIM LLC’s Brown & Brown BRO Stock Holding History

CIM LLC’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 		$1.01M Buy
15,777
+614
+4% +$37.5K 0.13% 105
2026
Q1 		$989K Sell
15,163
-19,133
-56% -$1.38M 0.14% 98
2025
Q4 		$2.73M Buy
34,296
+5,511
+19% +$460K 0.36% 50
2025
Q3 		$2.7M Buy
28,785
+1,560
+6% +$152K 0.35% 47
2025
Q2 		$3.02M Buy
27,225
+1,730
+7% +$194K 0.41% 45
2025
Q1 		$3.17M Buy
25,495
+11,059
+77% +$1.24M 0.47% 43
2024
Q4 		$1.47M Buy
14,436
+159
+1% +$17K 0.21% 80
2024
Q3 		$1.48M Sell
14,277
-507
-3% -$50.4K 0.21% 74
2024
Q2 		$1.55M Buy
14,784
+76
+0.5% +$6.6K 0.23% 71
2024
Q1 		$1.29M Sell
14,708
-127
-0.9% -$10.2K 0.19% 76
2023
Q4 		$1.25M Sell
14,835
-128
-0.9% -$9.15K 0.19% 76
2023
Q3 		$1.05M Buy
14,963
+8
+0.1% +$571 0.2% 75
2023
Q2 		$1.03M Sell
14,955
-1,387
-8% -$88.2K 0.19% 79
2023
Q1 		$938K Buy
16,342
+177
+1% +$10.2K 0.19% 83
2022
Q4 		$943K Sell
16,165
-653
-4% -$38.2K 0.19% 86
2022
Q3 		$986K Sell
16,818
-2,480
-13% -$156K 0.21% 80
2022
Q2 		$1.16M Buy
19,298
+843
+5% +$51.7K 0.24% 73
2022
Q1 		$1.34M Sell
18,455
-243
-1% -$16.3K 0.25% 67
2021
Q4 		$1.21M Sell
18,698
-3,110
-14% -$201K 0.22% 62
2021
Q3 		$1.35M Buy
21,808
+641
+3% +$35.7K 0.21% 81
2021
Q2 		$1.15M Buy
21,167
+243
+1% +$12.5K 0.19% 86
2021
Q1 		$1.12M Buy
20,924
+591
+3% +$27.1K 0.2% 79
2020
Q4 		$910K Buy
20,333
+672
+3% +$30.9K 0.17% 93
2020
Q3 		$895K Sell
19,661
-292
-1% -$13K 0.18% 84
2020
Q2 		$813K Buy
19,953
+393
+2% +$15.2K 0.24% 52
2020
Q1 		$708K Buy
19,560
+246
+1% +$10.4K 0.27% 46
2019
Q4 		$763K Buy
+19,314
New +$725K 0.24% 61

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

CIM LLC's BRO Position: Q2 2026 in Review

CIM LLC increased its Brown & Brown (BRO) stake by 4% in Q2 2026, buying an estimated $37.5K and bringing the position to 15,777 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #105.

CIM LLC first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.17M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • CIM LLC held 15,777 shares of Brown & Brown worth $1.01M as of Q2 2026.
  • CIM LLC bought 614 Brown & Brown shares in Q2 2026, an estimated $37.5K.
  • Brown & Brown made up 0.13% of CIM LLC's portfolio in Q2 2026, its #105 holding.
  • CIM LLC first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • CIM LLC's Brown & Brown position peaked at $3.17M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.