DT Investment Partners’s Brown & Brown BRO Stock Holding History

DT Investment Partners’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	$963	Hold	15	–	–	﹤0.01%	497
2026 Q1	$979	Hold	15	–	–	﹤0.01%	504
2025 Q4	$1.2K	Hold	15	–	–	﹤0.01%	526
2025 Q3	$1.41K	Hold	15	–	–	﹤0.01%	516
2025 Q2	$1.66K	Hold	15	–	–	﹤0.01%	510
2025 Q1	$1.87K	Hold	15	–	–	﹤0.01%	529
2024 Q4	$1.53K	Hold	15	–	–	﹤0.01%	538
2024 Q3	$1.55K	Hold	15	–	–	﹤0.01%	611
2024 Q2	$1.34K	Hold	15	–	–	﹤0.01%	502
2024 Q1	$1.31K	Hold	15	–	–	﹤0.01%	444
2023 Q4	$1.18K	Hold	15	–	–	﹤0.01%	447
2023 Q3	$1.05K	Hold	15	–	–	﹤0.01%	446
2023 Q2	$1.05K	Hold	15	–	–	﹤0.01%	450
2023 Q1	$988	Hold	15	–	–	﹤0.01%	454
2022 Q4	$855	Hold	15	–	–	﹤0.01%	475
2022 Q3	$1K	Buy	+15	New	+$944	﹤0.01%	447

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

DT Investment Partners's BRO Position: Q2 2026 in Review

DT Investment Partners held its Brown & Brown (BRO) position steady in Q2 2026 at 15 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #497.

DT Investment Partners first reported a position in BRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.87K in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

DT Investment Partners held 15 shares of Brown & Brown worth $963 as of Q2 2026.
DT Investment Partners left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #497 holding.
DT Investment Partners first reported a position in Brown & Brown in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's Brown & Brown position peaked at $1.87K in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.