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Copeland Capital Management’s Brown & Brown BRO Stock Holding History

Copeland Capital Management’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
-7,105
Closed -$463K – 269
2026
Q1 		$463K Sell
7,105
-94,458
-93% -$6.81M 0.01% 145
2025
Q4 		$8.09M Sell
101,563
-6,540
-6% -$546K 0.18% 120
2025
Q3 		$10.1M Buy
108,103
+58,630
+119% +$5.71M 0.21% 121
2025
Q2 		$5.49M Buy
+49,473
New +$5.56M 0.11% 118

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 $59.9B AUM 27.01% 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

Copeland Capital Management's BRO Position: Q2 2026 in Review

Copeland Capital Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 7,105 shares — an estimated $463K sold.

Copeland Capital Management first reported a position in BRO in Q2 2025 and held it in 4 quarters. The position peaked at $10.1M in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Copeland Capital Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 7,105 Brown & Brown shares in Q2 2026, an estimated $463K.
  • Copeland Capital Management first reported a position in Brown & Brown in Q2 2025 and held it in 4 quarters.
  • Copeland Capital Management's Brown & Brown position peaked at $10.1M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.