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

Evergreen 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 		$953K Buy
14,849
+9,110
+159% +$556K 0.02% 563
2026
Q1 		$374K Buy
5,739
+2,674
+87% +$193K 0.01% 975
2025
Q4 		$244K Buy
+3,065
New +$256K 0.01% 1179

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

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

Evergreen Capital Management increased its Brown & Brown (BRO) stake by 159% in Q2 2026, buying an estimated $556K and bringing the position to 14,849 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #563.

Evergreen Capital Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Evergreen Capital Management held 14,849 shares of Brown & Brown worth $953K as of Q2 2026.
  • Evergreen Capital Management bought 9,110 Brown & Brown shares in Q2 2026, an estimated $556K.
  • Brown & Brown made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #563 holding.
  • Evergreen Capital Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.