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WELLINGTON-ALTUS USA INC.’s Brown & Brown BRO Stock Holding History

WELLINGTON-ALTUS USA 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 		$39.5K Hold
606
– – 0.03% 358
2026
Q1 		$38.9K Hold
606
– – 0.02% 388
2025
Q4 		$48.3K Buy
+606
New +$50.6K 0.04% 299

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

WELLINGTON-ALTUS USA INC.'s BRO Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Brown & Brown (BRO) position steady in Q2 2026 at 606 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #358.

WELLINGTON-ALTUS USA INC. first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.3K in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 606 shares of Brown & Brown worth $39.5K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #358 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Brown & Brown position peaked at $48.3K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.