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Custom Index Systems’s Brown & Brown BRO Stock Holding History

Custom Index Systems’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 		$42.9K Buy
+669
New +$40.8K 0.02% 403
2025
Q4 		– Sell
-2,664
Closed -$250K – 247
2025
Q3 		$250K Sell
2,664
-220
-8% -$21.4K 0.07% 242
2025
Q2 		$320K Buy
2,884
+1,247
+76% +$140K 0.15% 183
2025
Q1 		$204K Buy
+1,637
New +$183K 0.1% 266

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

Custom Index Systems's BRO Position: Q2 2026 in Review

Custom Index Systems opened a new position in Brown & Brown (BRO) in Q2 2026: 669 shares worth $42.9K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in BRO as recently as Q3 2025.

Custom Index Systems first reported a position in BRO in Q1 2025 and has held it in 4 quarters since. The position peaked at $320K in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Custom Index Systems held 669 shares of Brown & Brown worth $42.9K as of Q2 2026.
  • Brown & Brown was a new Custom Index Systems position in Q2 2026.
  • Brown & Brown made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #403 holding.
  • Custom Index Systems first reported a position in Brown & Brown in Q1 2025 and has held it in 4 quarters since.
  • Custom Index Systems's Brown & Brown position peaked at $320K in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.