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Gilbert & Cook’s Brown & Brown BRO Stock Holding History

Gilbert & Cook’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 		$823K Buy
12,824
+1,202
+10% +$73.3K 0.09% 108
2026
Q1 		$758K Buy
11,622
+420
+4% +$30.3K 0.1% 110
2025
Q4 		$893K Buy
11,202
+413
+4% +$34.5K 0.11% 96
2025
Q3 		$1.01M Buy
10,789
+1,509
+16% +$147K 0.13% 71
2025
Q2 		$1.03M Sell
9,280
-269
-3% -$30.2K 0.14% 67
2025
Q1 		$1.19M Buy
9,549
+190
+2% +$21.2K 0.17% 55
2024
Q4 		$955K Sell
9,359
-507
-5% -$54.1K 0.13% 72
2024
Q3 		$1.02M Sell
9,866
-92
-0.9% -$9.15K 0.14% 67
2024
Q2 		$890K Sell
9,958
-1,286
-11% -$112K 0.13% 74
2024
Q1 		$984K Buy
11,244
+355
+3% +$28.5K 0.13% 75
2023
Q4 		$774K Buy
10,889
+646
+6% +$46.2K 0.11% 85
2023
Q3 		$715K Buy
10,243
+1,074
+12% +$76.6K 0.11% 84
2023
Q2 		$631K Buy
9,169
+585
+7% +$37.2K 0.1% 89
2023
Q1 		$493K Buy
8,584
+1,031
+14% +$59.3K 0.09% 97
2022
Q4 		$430K Buy
7,553
+794
+12% +$46.4K 0.08% 118
2022
Q3 		$386K Buy
6,759
+917
+16% +$57.7K 0.09% 129
2022
Q2 		$341K Buy
5,842
+957
+20% +$58.7K 0.06% 142
2022
Q1 		$353K Buy
4,885
+478
+11% +$32.1K 0.06% 154
2021
Q4 		$310K Buy
4,407
+40
+0.9% +$2.58K 0.05% 180
2021
Q3 		$242K Buy
4,367
+98
+2% +$5.46K 0.04% 192
2021
Q2 		$227K Buy
+4,269
New +$220K 0.04% 197

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 $59.9B AUM 27.01% 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

Gilbert & Cook's BRO Position: Q2 2026 in Review

Gilbert & Cook increased its Brown & Brown (BRO) stake by 10% in Q2 2026, buying an estimated $73.3K and bringing the position to 12,824 shares worth $823K. The position accounts for 0.09% of the portfolio, ranked #108.

Gilbert & Cook first reported a position in BRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.19M in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Gilbert & Cook held 12,824 shares of Brown & Brown worth $823K as of Q2 2026.
  • Gilbert & Cook bought 1,202 Brown & Brown shares in Q2 2026, an estimated $73.3K.
  • Brown & Brown made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #108 holding.
  • Gilbert & Cook first reported a position in Brown & Brown in Q2 2021 and has held it in 21 quarters since.
  • Gilbert & Cook's Brown & Brown position peaked at $1.19M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.