Everence Capital Management’s Brown & Brown BRO Stock Holding History

Everence Capital Management’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	$1.26M	Sell	19,708 -96	-0.5%	-$5.86K	0.07%	218
2026 Q1	$1.29M	Buy	19,804 +5,176	+35%	+$373K	0.08%	206
2025 Q4	$1.17M	Buy	14,628 +3,525	+32%	+$294K	0.07%	218
2025 Q3	$1.04M	Sell	11,103 -3,167	-22%	-$309K	0.06%	236
2025 Q2	$1.58M	Hold	14,270	–	–	0.1%	171
2025 Q1	$1.77M	Hold	14,270	–	–	0.12%	149
2024 Q4	$1.46M	Sell	14,270 -770	-5%	-$82.2K	0.09%	173
2024 Q3	$1.56M	Hold	15,040	–	–	0.1%	159
2024 Q2	$1.23M	Hold	15,040	–	–	0.09%	192
2024 Q1	$1.32M	Hold	15,040	–	–	0.09%	189
2023 Q4	$1.07M	Hold	15,040	–	–	0.08%	216
2023 Q3	$1.05M	Hold	15,040	–	–	0.08%	201
2023 Q2	$937K	Hold	15,040	–	–	0.08%	214
2023 Q1	$864K	Hold	15,040	–	–	0.07%	246
2022 Q4	$857K	Buy	+15,040	New	+$879K	0.07%	228

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 $60.8B AUM 26.63% 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

Everence Capital Management's BRO Position: Q2 2026 in Review

Everence Capital Management reduced its Brown & Brown (BRO) stake by 0.48% in Q2 2026, selling an estimated $5.86K and leaving 19,708 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #218.

Everence Capital Management first reported a position in BRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Everence Capital Management held 19,708 shares of Brown & Brown worth $1.26M as of Q2 2026.
Everence Capital Management sold 96 Brown & Brown shares in Q2 2026, an estimated $5.86K.
Brown & Brown made up 0.07% of Everence Capital Management's portfolio in Q2 2026, its #218 holding.
Everence Capital Management first reported a position in Brown & Brown in Q4 2022 and has held it in 15 quarters since.
Everence Capital Management's Brown & Brown position peaked at $1.77M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.