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Gateway Investment Advisers’s Brown & Brown BRO Stock Holding History

Gateway Investment Advisers’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 		– Sell
-5,844
Closed -$381K – 786
2026
Q1 		$381K Buy
5,844
+721
+14% +$52K ﹤0.01% 557
2025
Q4 		$408K Buy
5,123
+688
+16% +$57.4K ﹤0.01% 473
2025
Q3 		$416K Buy
4,435
+190
+4% +$18.5K ﹤0.01% 425
2025
Q2 		$471K Sell
4,245
-67
-2% -$7.53K 0.01% 374
2025
Q1 		$536K Buy
4,312
+97
+2% +$10.8K 0.01% 391
2024
Q4 		$430K Buy
4,215
+66
+2% +$7.05K ﹤0.01% 397
2024
Q3 		$430K Hold
4,149
– – ﹤0.01% 401
2024
Q2 		$371K Sell
4,149
-488
-11% -$42.4K ﹤0.01% 421
2024
Q1 		$406K Buy
4,637
+26
+0.6% +$2.09K ﹤0.01% 413
2023
Q4 		$328K Hold
4,611
– – ﹤0.01% 424
2023
Q3 		$322K Sell
4,611
-251
-5% -$17.9K ﹤0.01% 421
2023
Q2 		$335K Hold
4,862
– – ﹤0.01% 418
2023
Q1 		$279K Sell
4,862
-193
-4% -$11.1K ﹤0.01% 454
2022
Q4 		$288K Sell
5,055
-162,837
-97% -$9.52M ﹤0.01% 467
2022
Q3 		$10.2M Sell
167,892
-2,735
-2% -$172K 0.13% 150
2022
Q2 		$9.95M Sell
170,627
-199
-0.1% -$12.2K 0.11% 159
2022
Q1 		$12.3M Buy
170,826
+3,007
+2% +$202K 0.12% 148
2021
Q4 		$11.8M Buy
167,819
+58,444
+53% +$3.77M 0.11% 151
2021
Q3 		$6.07M Buy
109,375
+914
+0.8% +$50.9K 0.06% 211
2021
Q2 		$5.76M Sell
108,461
-61,155
-36% -$3.14M 0.06% 229
2021
Q1 		$7.75M Buy
169,616
+175
+0.1% +$8.03K 0.08% 188
2020
Q4 		$8.03M Buy
169,441
+163
+0.1% +$7.5K 0.09% 191
2020
Q3 		$7.66M Sell
169,278
-6
-0% -$268 0.09% 180
2020
Q2 		$6.9M Buy
+169,284
New +$6.53M 0.08% 196

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

Gateway Investment Advisers's BRO Position: Q2 2026 in Review

Gateway Investment Advisers sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5,844 shares — an estimated $381K sold.

Gateway Investment Advisers first reported a position in BRO in Q2 2020 and held it in 24 quarters. The position peaked at $12.3M in Q1 2022. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Gateway Investment Advisers reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Gateway Investment Advisers sold 5,844 Brown & Brown shares in Q2 2026, an estimated $381K.
  • Gateway Investment Advisers first reported a position in Brown & Brown in Q2 2020 and held it in 24 quarters.
  • Gateway Investment Advisers's Brown & Brown position peaked at $12.3M in Q1 2022.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.