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Cooper Investors’s Brown & Brown BRO Stock Holding History

Cooper Investors’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 		– Sell
-81,433
Closed -$5.31M – 40
2026
Q1 		$5.31M Sell
81,433
-11,107
-12% -$801K 2.16% 19
2025
Q4 		$7.38M Hold
92,540
– – 2.45% 16
2025
Q3 		$8.68M Hold
92,540
– – 2.37% 15
2025
Q2 		$10.3M Sell
92,540
-11,993
-11% -$1.35M 1.87% 20
2025
Q1 		$13M Sell
104,533
-17,632
-14% -$1.97M 2.11% 21
2024
Q4 		$12.5M Sell
122,165
-24,516
-17% -$2.62M 1.96% 22
2024
Q3 		$15.2M Hold
146,681
– – 2.26% 18
2024
Q2 		$13.1M Hold
146,681
– – 1.99% 20
2024
Q1 		$12.8M Sell
146,681
-6,700
-4% -$539K 0.74% 29
2023
Q4 		$10.9M Hold
153,381
– – 0.65% 31
2023
Q3 		$10.6M Buy
+153,381
New +$10.9M 0.84% 24
2023
Q1 		$8.81M Buy
+153,381
New +$8.82M 0.75% 25

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

Cooper Investors's BRO Position: Q2 2026 in Review

Cooper Investors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 81,433 shares — an estimated $5.31M sold.

Cooper Investors first reported a position in BRO in Q1 2023 and held it in 12 quarters. The position peaked at $15.2M in Q3 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cooper Investors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Cooper Investors sold 81,433 Brown & Brown shares in Q2 2026, an estimated $5.31M.
  • Cooper Investors first reported a position in Brown & Brown in Q1 2023 and held it in 12 quarters.
  • Cooper Investors's Brown & Brown position peaked at $15.2M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cooper Investors's 13F filing for Q2 2026, filed 7 Jul 2026.