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GW&K Investment Management’s Brown & Brown BRO Stock Holding History

GW&K Investment 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 		$75K Buy
1,170
+850
+266% +$51.9K ﹤0.01% 522
2026
Q1 		$21K Sell
320
-29
-8% -$2.09K ﹤0.01% 753
2025
Q4 		$28K Buy
349
+73
+26% +$6.09K ﹤0.01% 670
2025
Q3 		$26K Buy
276
+33
+14% +$3.22K ﹤0.01% 673
2025
Q2 		$27K Sell
243
-176
-42% -$19.8K ﹤0.01% 630
2025
Q1 		$52K Buy
419
+214
+104% +$23.9K ﹤0.01% 483
2024
Q4 		$21K Hold
205
– – ﹤0.01% 607
2024
Q3 		$21K Buy
205
+7
+4% +$696 ﹤0.01% 595
2024
Q2 		$18K Hold
198
– – ﹤0.01% 586
2024
Q1 		$17K Buy
198
+88
+80% +$7.07K ﹤0.01% 557
2023
Q4 		$8K Hold
110
– – ﹤0.01% 727
2023
Q3 		$8K Hold
110
– – ﹤0.01% 655
2023
Q2 		$8K Buy
+110
New +$7K ﹤0.01% 657
2022
Q3 		– Sell
-73
Closed -$4K – 455
2022
Q2 		$4K Buy
73
+51
+232% +$3.13K ﹤0.01% 627
2022
Q1 		$2K Buy
+22
New +$1.48K ﹤0.01% 681

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

GW&K Investment Management's BRO Position: Q2 2026 in Review

GW&K Investment Management increased its Brown & Brown (BRO) stake by 266% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,170 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

GW&K Investment Management first reported a position in BRO in Q1 2022 and has held it in 15 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • GW&K Investment Management held 1,170 shares of Brown & Brown worth $75K as of Q2 2026.
  • GW&K Investment Management bought 850 Brown & Brown shares in Q2 2026, an estimated $51.9K.
  • Brown & Brown made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #522 holding.
  • GW&K Investment Management first reported a position in Brown & Brown in Q1 2022 and has held it in 15 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.