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E.S. Barr & Co’s Brown & Brown BRO Stock Holding History

E.S. Barr & Co’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 		$52.5M Sell
817,719
-2,128
-0.3% -$130K 2.94% 11
2026
Q1 		$53.5M Buy
819,847
+457,178
+126% +$33M 3.11% 11
2025
Q4 		$28.9M Buy
362,669
+57,971
+19% +$4.84M 1.5% 17
2025
Q3 		$28.6M Buy
304,698
+302,761
+15,630% +$29.5M 1.55% 20
2025
Q2 		$215K Buy
+1,937
New +$218K 0.01% 106

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

E.S. Barr & Co's BRO Position: Q2 2026 in Review

E.S. Barr & Co reduced its Brown & Brown (BRO) stake by 0.26% in Q2 2026, selling an estimated $130K and leaving 817,719 shares worth $52.5M. The position accounts for 2.94% of the portfolio, ranked #11.

E.S. Barr & Co first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.5M in Q1 2026. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • E.S. Barr & Co held 817,719 shares of Brown & Brown worth $52.5M as of Q2 2026.
  • E.S. Barr & Co sold 2,128 Brown & Brown shares in Q2 2026, an estimated $130K.
  • Brown & Brown made up 2.94% of E.S. Barr & Co's portfolio in Q2 2026, its #11 holding.
  • E.S. Barr & Co first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • E.S. Barr & Co's Brown & Brown position peaked at $53.5M in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on E.S. Barr & Co's 13F filing for Q2 2026, filed 13 Aug 2026.