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EdgePoint Investment Group’s Brown & Brown BRO Stock Holding History

EdgePoint Investment Group’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 		$15.2M Buy
236,500
+123,000
+108% +$7.5M 0.11% 28
2026
Q1 		$7.4M Buy
+113,500
New +$8.18M 0.06% 29

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

EdgePoint Investment Group's BRO Position: Q2 2026 in Review

EdgePoint Investment Group increased its Brown & Brown (BRO) stake by 108% in Q2 2026, buying an estimated $7.5M and bringing the position to 236,500 shares worth $15.2M. The position accounts for 0.11% of the portfolio, ranked #28.

EdgePoint Investment Group first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • EdgePoint Investment Group held 236,500 shares of Brown & Brown worth $15.2M as of Q2 2026.
  • EdgePoint Investment Group bought 123,000 Brown & Brown shares in Q2 2026, an estimated $7.5M.
  • Brown & Brown made up 0.11% of EdgePoint Investment Group's portfolio in Q2 2026, its #28 holding.
  • EdgePoint Investment Group first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on EdgePoint Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.