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Cromwell Holdings’s Brown & Brown BRO Stock Holding History

Cromwell Holdings’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 		$12K Sell
187
-435
-70% -$26.5K 0.01% 600
2026
Q1 		$40.6K Sell
622
-98
-14% -$7.06K 0.02% 500
2025
Q4 		$57.4K Sell
720
-1
-0.1% -$83 0.03% 441
2025
Q3 		$67.6K Sell
721
-2
-0.3% -$195 0.04% 417
2025
Q2 		$80.2K Buy
723
+10
+1% +$1.12K 0.05% 351
2025
Q1 		$88.7K Buy
713
+14
+2% +$1.56K 0.06% 313
2024
Q4 		$71.3K Hold
699
– – 0.04% 365
2024
Q3 		$72.4K Hold
699
– – 0.05% 364
2024
Q2 		$62.5K Buy
+699
New +$60.7K 0.04% 380

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

Cromwell Holdings's BRO Position: Q2 2026 in Review

Cromwell Holdings reduced its Brown & Brown (BRO) stake by 70% in Q2 2026, selling an estimated $26.5K and leaving 187 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #600.

Cromwell Holdings first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $88.7K in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cromwell Holdings held 187 shares of Brown & Brown worth $12K as of Q2 2026.
  • Cromwell Holdings sold 435 Brown & Brown shares in Q2 2026, an estimated $26.5K.
  • Brown & Brown made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #600 holding.
  • Cromwell Holdings first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Brown & Brown position peaked at $88.7K in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.