CFO
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CVA Family Office’s Brown & Brown BRO Stock Holding History

CVA Family Office’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 		$44.6K Buy
695
+41
+6% +$2.5K ﹤0.01% 632
2026
Q1 		$42.6K Buy
654
+567
+652% +$40.9K ﹤0.01% 630
2025
Q4 		$6.93K Sell
87
-17
-16% -$1.42K ﹤0.01% 845
2025
Q3 		$9.75K Buy
104
+70
+206% +$6.82K ﹤0.01% 810
2025
Q2 		$3.77K Sell
34
-18
-35% -$2.02K ﹤0.01% 926
2025
Q1 		$6.47K Buy
52
+46
+767% +$5.14K ﹤0.01% 864
2024
Q4 		$612 Hold
6
– – ﹤0.01% 1183
2024
Q3 		$622 Sell
6
-12
-67% -$1.19K ﹤0.01% 1150
2024
Q2 		$1.61K Buy
+18
New +$1.56K ﹤0.01% 997
2022
Q3 		– Sell
-60
Closed -$4K – 877
2022
Q2 		$4K Hold
60
– – ﹤0.01% 756
2022
Q1 		$4K Buy
+60
New +$4.02K ﹤0.01% 785

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

CVA Family Office's BRO Position: Q2 2026 in Review

CVA Family Office increased its Brown & Brown (BRO) stake by 6.3% in Q2 2026, buying an estimated $2.5K and bringing the position to 695 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

CVA Family Office first reported a position in BRO in Q1 2022 and has held it in 11 quarters since. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • CVA Family Office held 695 shares of Brown & Brown worth $44.6K as of Q2 2026.
  • CVA Family Office bought 41 Brown & Brown shares in Q2 2026, an estimated $2.5K.
  • Brown & Brown made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #632 holding.
  • CVA Family Office first reported a position in Brown & Brown in Q1 2022 and has held it in 11 quarters since.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.