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Harbour Investments’s Brown & Brown BRO Stock Holding History

Harbour Investments’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 		$94.4K Buy
1,472
+95
+7% +$5.79K ﹤0.01% 2037
2026
Q1 		$89.9K Buy
1,377
+156
+13% +$11.2K ﹤0.01% 2013
2025
Q4 		$97.3K Buy
1,221
+1,005
+465% +$83.9K ﹤0.01% 1651
2025
Q3 		$20.3K Sell
216
-994
-82% -$96.9K ﹤0.01% 2331
2025
Q2 		$134K Buy
1,210
+1,118
+1,215% +$126K ﹤0.01% 1362
2025
Q1 		$11.4K Buy
92
+3
+3% +$335 ﹤0.01% 2455
2024
Q4 		$9.08K Buy
89
+14
+19% +$1.5K ﹤0.01% 2494
2024
Q3 		$7.77K Buy
75
+4
+6% +$398 ﹤0.01% 2468
2024
Q2 		$6.35K Buy
71
+41
+137% +$3.56K ﹤0.01% 2426
2024
Q1 		$2.63K Hold
30
– – ﹤0.01% 2698
2023
Q4 		$2.13K Buy
30
+26
+650% +$1.86K ﹤0.01% 2679
2023
Q3 		$279 Hold
4
– – ﹤0.01% 2864
2023
Q2 		$275 Buy
+4
New +$254 ﹤0.01% 2878
2023
Q1 		– Sell
-36
Closed -$2.05K – 3011
2022
Q4 		$2.05K Buy
+36
New +$2.1K ﹤0.01% 2506
2021
Q4 		– Sell
-202
Closed -$11K – 2744
2021
Q3 		$11K Hold
202
– – ﹤0.01% 2597
2021
Q2 		$11K Hold
202
– – ﹤0.01% 2655
2021
Q1 		$9K Buy
+202
New +$9.27K ﹤0.01% 2652

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

Harbour Investments's BRO Position: Q2 2026 in Review

Harbour Investments increased its Brown & Brown (BRO) stake by 6.9% in Q2 2026, buying an estimated $5.79K and bringing the position to 1,472 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Harbour Investments first reported a position in BRO in Q1 2021 and has held it in 17 quarters since. The position peaked at $134K in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Harbour Investments held 1,472 shares of Brown & Brown worth $94.4K as of Q2 2026.
  • Harbour Investments bought 95 Brown & Brown shares in Q2 2026, an estimated $5.79K.
  • Brown & Brown made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2037 holding.
  • Harbour Investments first reported a position in Brown & Brown in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's Brown & Brown position peaked at $134K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.