EI
BRO icon

Ethic Inc’s Brown & Brown BRO Stock Holding History

Ethic Inc’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 		$2.6M Buy
40,562
+3,965
+11% +$242K 0.03% 440
2026
Q1 		$2.39M Buy
36,597
+13,151
+56% +$948K 0.04% 420
2025
Q4 		$1.87M Sell
23,446
-1,149
-5% -$95.9K 0.03% 476
2025
Q3 		$2.31M Sell
24,595
-5,464
-18% -$533K 0.04% 412
2025
Q2 		$3.29M Buy
30,059
+1,784
+6% +$200K 0.06% 320
2025
Q1 		$3.51M Buy
28,275
+3,848
+16% +$430K 0.07% 287
2024
Q4 		$2.49M Buy
24,427
+5,079
+26% +$542K 0.05% 364
2024
Q3 		$1.69M Buy
19,348
+1,219
+7% +$121K 0.04% 431
2024
Q2 		$1.62M Sell
18,129
-1,219
-6% -$106K 0.04% 443
2024
Q1 		$1.69M Buy
19,348
+4,517
+30% +$363K 0.04% 432
2023
Q4 		$1.05M Buy
14,831
+5,175
+54% +$370K 0.03% 525
2023
Q3 		$674K Buy
9,656
+983
+11% +$70.1K 0.02% 585
2023
Q2 		$597K Buy
8,673
+1,805
+26% +$115K 0.02% 597
2023
Q1 		$394K Buy
6,868
+3,287
+92% +$189K 0.02% 720
2022
Q4 		$204K Sell
3,581
-1,702
-32% -$99.5K 0.01% 829
2022
Q3 		$320K Sell
5,283
-123
-2% -$7.74K 0.02% 618
2022
Q2 		$315K Buy
5,406
+2,539
+89% +$156K 0.02% 608
2022
Q1 		$207K Buy
+2,867
New +$192K 0.01% 700

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

Ethic Inc's BRO Position: Q2 2026 in Review

Ethic Inc increased its Brown & Brown (BRO) stake by 11% in Q2 2026, buying an estimated $242K and bringing the position to 40,562 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #440.

Ethic Inc first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.51M in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Ethic Inc held 40,562 shares of Brown & Brown worth $2.6M as of Q2 2026.
  • Ethic Inc bought 3,965 Brown & Brown shares in Q2 2026, an estimated $242K.
  • Brown & Brown made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #440 holding.
  • Ethic Inc first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Brown & Brown position peaked at $3.51M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.