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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CIM LLC's BRO Position: Q1 2026 in Review

CIM LLC reduced its Brown & Brown (BRO) stake by 56% in Q1 2026, selling an estimated $1.38M and leaving 15,163 shares worth $989K. The position accounts for 0.14% of the portfolio, ranked #98.

CIM LLC first reported a position in BRO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.17M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • CIM LLC held 15,163 shares of Brown & Brown worth $989K as of Q1 2026.
  • CIM LLC sold 19,133 Brown & Brown shares in Q1 2026, an estimated $1.38M.
  • Brown & Brown made up 0.14% of CIM LLC's portfolio in Q1 2026, its #98 holding.
  • CIM LLC first reported a position in Brown & Brown in Q4 2019 and has held it in 26 quarters since.
  • CIM LLC's Brown & Brown position peaked at $3.17M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on CIM LLC's 13F filing for Q1 2026, filed 18 May 2026.