Hamilton Capital Partners (Canada)’s Brown & Brown BRO Stock Holding History

Hamilton Capital Partners (Canada)’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	$308K	Sell	4,809 -2,312	-32%	-$141K	0.01%	173
2026 Q1	$464K	Buy	7,121 +1,273	+22%	+$91.8K	0.02%	166
2025 Q4	$466K	Sell	5,848 -534	-8%	-$44.6K	0.02%	157
2025 Q3	$599K	Buy	6,382 +4,169	+188%	+$406K	0.02%	147
2025 Q2	$245K	Sell	2,213 -804	-27%	-$90.3K	0.01%	188
2025 Q1	$375K	Sell	3,017 -186	-6%	-$20.8K	0.02%	136
2024 Q4	$327K	Sell	3,203 -849	-21%	-$90.7K	0.02%	140
2024 Q3	$420K	Buy	4,052 +1,000	+33%	+$99.5K	0.04%	126
2024 Q2	$273K	Sell	3,052 -1,080	-26%	-$93.8K	0.03%	143
2024 Q1	$362K	Sell	4,132 -2,004	-33%	-$161K	0.04%	129
2023 Q4	$436K	Sell	6,136 -334	-5%	-$23.9K	0.09%	80
2023 Q3	$452K	Buy	6,470 +792	+14%	+$56.5K	0.16%	35
2023 Q2	$391K	Sell	5,678 -3,110	-35%	-$198K	0.14%	35
2023 Q1	$505K	Sell	8,788 -2,636	-23%	-$151K	0.18%	22
2022 Q4	$651K	Buy	+11,424	New	+$668K	0.28%	39

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s BRO Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Brown & Brown (BRO) stake by 32% in Q2 2026, selling an estimated $141K and leaving 4,809 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #173.

Hamilton Capital Partners (Canada) first reported a position in BRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $651K in Q4 2022. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Hamilton Capital Partners (Canada) held 4,809 shares of Brown & Brown worth $308K as of Q2 2026.
Hamilton Capital Partners (Canada) sold 2,312 Brown & Brown shares in Q2 2026, an estimated $141K.
Brown & Brown made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #173 holding.
Hamilton Capital Partners (Canada) first reported a position in Brown & Brown in Q4 2022 and has held it in 15 quarters since.
Hamilton Capital Partners (Canada)'s Brown & Brown position peaked at $651K in Q4 2022.
761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.