Holocene Advisors’s Brown & Brown BRO Stock Holding History

Holocene Advisors’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	$10.6M	Buy	165,944 +76,619	+86%	+$4.67M	0.02%	311
2026 Q1	$5.82M	Buy	+89,325	New	+$6.44M	0.01%	379
2025 Q4	–	Sell	-323,374	Closed	-$30.3M	–	759
2025 Q3	$30.3M	Sell	323,374 -283,053	-47%	-$27.6M	0.07%	226
2025 Q2	$67.2M	Buy	+606,427	New	+$68.1M	0.16%	142
2023 Q3	–	Sell	-64,405	Closed	-$4.43M	–	726
2023 Q2	$4.43M	Sell	64,405 -46,292	-42%	-$2.94M	0.02%	381
2023 Q1	$6.36M	Buy	+110,697	New	+$6.36M	0.03%	277

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 $60.8B AUM 26.63% 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

Holocene Advisors's BRO Position: Q2 2026 in Review

Holocene Advisors increased its Brown & Brown (BRO) stake by 86% in Q2 2026, buying an estimated $4.67M and bringing the position to 165,944 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #311.

Holocene Advisors first reported a position in BRO in Q1 2023 and has held it in 6 quarters since. The position peaked at $67.2M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Holocene Advisors held 165,944 shares of Brown & Brown worth $10.6M as of Q2 2026.
Holocene Advisors bought 76,619 Brown & Brown shares in Q2 2026, an estimated $4.67M.
Brown & Brown made up 0.02% of Holocene Advisors's portfolio in Q2 2026, its #311 holding.
Holocene Advisors first reported a position in Brown & Brown in Q1 2023 and has held it in 6 quarters since.
Holocene Advisors's Brown & Brown position peaked at $67.2M in Q2 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.