Connor, Clark & Lunn Investment Management (CC&L)’s Brown & Brown BRO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$11.2M	Buy	174,180 +82,015	+89%	+$5M	0.02%	511
2026 Q1	$6.01M	Buy	92,165 +88,782	+2,624%	+$6.4M	0.01%	629
2025 Q4	$270K	Buy	3,383 +382	+13%	+$31.9K	﹤0.01%	1404
2025 Q3	$281K	Buy	+3,001	New	+$292K	﹤0.01%	1373
2025 Q1	–	Sell	-33,376	Closed	-$3.41M	–	1420
2024 Q4	$3.41M	Sell	33,376 -911	-3%	-$97.3K	0.02%	581
2024 Q3	$3.55M	Buy	+34,287	New	+$3.41M	0.02%	525
2023 Q4	–	Sell	-5,315	Closed	-$371K	–	1388
2023 Q3	$371K	Buy	+5,315	New	+$379K	﹤0.01%	1092
2023 Q2	–	Sell	-74,154	Closed	-$4.26M	–	1326
2023 Q1	$4.26M	Sell	74,154 -145,837	-66%	-$8.38M	0.02%	399
2022 Q4	$12.5M	Sell	219,991 -39,407	-15%	-$2.3M	0.07%	198
2022 Q3	$15.7M	Buy	259,398 +29,310	+13%	+$1.84M	0.1%	153
2022 Q2	$13.4M	Buy	230,088 +221,830	+2,686%	+$13.6M	0.08%	173
2022 Q1	$597K	Sell	8,258 -134,527	-94%	-$9.02M	﹤0.01%	752
2021 Q4	$10M	Buy	142,785 +60,007	+72%	+$3.87M	0.05%	242
2021 Q3	$4.59M	Sell	82,778 -29,807	-26%	-$1.66M	0.02%	353
2021 Q2	$5.98M	Sell	112,585 -36,881	-25%	-$1.9M	0.03%	321
2021 Q1	$6.83M	Buy	149,466 +58,258	+64%	+$2.67M	0.04%	300
2020 Q4	$4.32M	Buy	91,208 +50,333	+123%	+$2.32M	0.03%	370
2020 Q3	$1.85M	Sell	40,875 -24,582	-38%	-$1.1M	0.01%	497
2020 Q2	$2.67M	Sell	65,457 -19,468	-23%	-$751K	0.02%	402
2020 Q1	$3.08M	Buy	84,925 +17,825	+27%	+$754K	0.03%	330
2019 Q4	$2.65M	Buy	67,100 +60,375	+898%	+$2.27M	0.02%	370
2019 Q3	$243K	Buy	+6,725	New	+$241K	﹤0.01%	829
2018 Q3	–	Sell	-8,100	Closed	-$225K	–	934
2018 Q2	$225K	Buy	+8,100	New	+$221K	﹤0.01%	942

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s BRO Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Brown & Brown (BRO) stake by 89% in Q2 2026, buying an estimated $5M and bringing the position to 174,180 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #511.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BRO in Q2 2018 and has held it in 23 quarters since. The position peaked at $15.7M in Q3 2022. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 174,180 shares of Brown & Brown worth $11.2M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 82,015 Brown & Brown shares in Q2 2026, an estimated $5M.
Brown & Brown made up 0.02% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #511 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Brown & Brown in Q2 2018 and has held it in 23 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Brown & Brown position peaked at $15.7M in Q3 2022.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.