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Horizon Investments’s Brown & Brown BRO Stock Holding History

Horizon 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 		$674K Buy
10,527
+364
+4% +$22.2K 0.01% 842
2026
Q1 		$661K Buy
10,163
+145
+1% +$10.5K 0.01% 822
2025
Q4 		$798K Buy
10,018
+1,205
+14% +$101K 0.01% 695
2025
Q3 		$825K Buy
8,813
+1,073
+14% +$105K 0.01% 669
2025
Q2 		$857K Buy
7,740
+4,334
+127% +$487K 0.01% 603
2025
Q1 		$423K Buy
3,406
+167
+5% +$18.7K 0.01% 401
2024
Q4 		$330K Buy
3,239
+27
+0.8% +$2.88K 0.01% 434
2024
Q3 		$332K Sell
3,212
-164
-5% -$16.3K 0.01% 432
2024
Q2 		$301K Buy
3,376
+45
+1% +$3.91K 0.01% 447
2024
Q1 		$291K Sell
3,331
-8
-0.2% -$643 0.01% 453
2023
Q4 		$237K Sell
3,339
-263
-7% -$18.8K 0.01% 485
2023
Q3 		$251K Sell
3,602
-58
-2% -$4.14K 0.01% 454
2023
Q2 		$252K Buy
3,660
+590
+19% +$37.5K 0.01% 460
2023
Q1 		$176K Buy
+3,070
New +$176K 0.01% 540
2022
Q2 		– Sell
-8,375
Closed -$604K – 471
2022
Q1 		$604K Buy
8,375
+1,902
+29% +$128K 0.02% 308
2021
Q4 		$454K Buy
+6,473
New +$418K 0.01% 344

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

Horizon Investments's BRO Position: Q2 2026 in Review

Horizon Investments increased its Brown & Brown (BRO) stake by 3.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 10,527 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #842.

Horizon Investments first reported a position in BRO in Q4 2021 and has held it in 16 quarters since. The position peaked at $857K in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Horizon Investments held 10,527 shares of Brown & Brown worth $674K as of Q2 2026.
  • Horizon Investments bought 364 Brown & Brown shares in Q2 2026, an estimated $22.2K.
  • Brown & Brown made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #842 holding.
  • Horizon Investments first reported a position in Brown & Brown in Q4 2021 and has held it in 16 quarters since.
  • Horizon Investments's Brown & Brown position peaked at $857K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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