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Fidelis Capital Partners’s Brown & Brown BRO Stock Holding History

Fidelis Capital Partners’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 		$344K Buy
5,361
+257
+5% +$15.7K 0.02% 410
2026
Q1 		$333K Sell
5,104
-378
-7% -$27.2K 0.02% 380
2025
Q4 		$437K Sell
5,482
-176
-3% -$14.7K 0.03% 337
2025
Q3 		$531K Buy
5,658
+79
+1% +$7.7K 0.04% 293
2025
Q2 		$512K Buy
5,579
+349
+7% +$39.2K 0.05% 254
2025
Q1 		$599K Sell
5,230
-143
-3% -$16K 0.06% 226
2024
Q4 		$567K Buy
5,373
+8
+0.1% +$854 0.06% 237
2024
Q3 		$569K Sell
5,365
-107
-2% -$10.6K 0.07% 218
2024
Q2 		$541K Buy
5,472
+47
+0.9% +$4.08K 0.08% 205
2024
Q1 		$475K Buy
5,425
+653
+14% +$52.5K 0.07% 217
2023
Q4 		$339K Buy
4,772
+276
+6% +$19.7K 0.08% 227
2023
Q3 		$314K Sell
4,496
-391
-8% -$27.9K 0.11% 189
2023
Q2 		$336K Buy
4,887
+898
+23% +$57.1K 0.12% 178
2023
Q1 		$261K Buy
+3,989
New +$229K 0.11% 202

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's BRO Position: Q2 2026 in Review

Fidelis Capital Partners increased its Brown & Brown (BRO) stake by 5% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,361 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #410.

Fidelis Capital Partners first reported a position in BRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $599K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Fidelis Capital Partners held 5,361 shares of Brown & Brown worth $344K as of Q2 2026.
  • Fidelis Capital Partners bought 257 Brown & Brown shares in Q2 2026, an estimated $15.7K.
  • Brown & Brown made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #410 holding.
  • Fidelis Capital Partners first reported a position in Brown & Brown in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Brown & Brown position peaked at $599K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.