Hyperion Capital Advisors’s Brown & Brown BRO Stock Holding History

Hyperion Capital 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	$571K	Hold	8,900	–	–	0.26%	35
2026 Q1	$580K	Buy	8,900 +1,400	+19%	+$101K	0.28%	34
2025 Q4	$598K	Hold	7,500	–	–	0.29%	32
2025 Q3	$703K	Hold	7,500	–	–	0.38%	30
2025 Q2	$832K	Hold	7,500	–	–	0.52%	26
2025 Q1	$933K	Hold	7,500	–	–	0.51%	25
2024 Q4	$765K	Hold	7,500	–	–	0.39%	28
2024 Q3	$777K	Hold	7,500	–	–	0.37%	27
2024 Q2	$671K	Hold	7,500	–	–	0.31%	31
2024 Q1	$657K	Hold	7,500	–	–	0.31%	32
2023 Q4	$533K	Hold	7,500	–	–	0.29%	33
2023 Q3	$524K	Hold	7,500	–	–	0.29%	36
2023 Q2	$516K	Sell	7,500 -4,500	-38%	-$286K	0.28%	38
2023 Q1	$689K	Sell	12,000 -20,000	-63%	-$1.15M	0.33%	32
2022 Q4	$1.82M	Hold	32,000	–	–	0.9%	19
2022 Q3	$1.94M	Hold	32,000	–	–	0.95%	18
2022 Q2	$1.87M	Hold	32,000	–	–	0.87%	22
2022 Q1	$2.31M	Hold	32,000	–	–	0.88%	21
2021 Q4	$2.25M	Hold	32,000	–	–	0.5%	23
2021 Q3	$1.77M	Hold	32,000	–	–	0.47%	21
2021 Q2	$1.7M	Hold	32,000	–	–	0.49%	22
2021 Q1	$1.46M	Hold	32,000	–	–	0.47%	20
2020 Q4	$1.52M	Hold	32,000	–	–	0.6%	19
2020 Q3	$1.45M	Hold	32,000	–	–	0.7%	17
2020 Q2	$1.3M	Hold	32,000	–	–	0.77%	17
2020 Q1	$1.16M	Hold	32,000	–	–	0.82%	15
2019 Q4	$1.26M	Buy	+32,000	New	+$1.2M	0.68%	17

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

Hyperion Capital Advisors's BRO Position: Q2 2026 in Review

Hyperion Capital Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 8,900 shares worth $571K. The position accounts for 0.26% of the portfolio, ranked #35.

Hyperion Capital Advisors first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q1 2022. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Hyperion Capital Advisors held 8,900 shares of Brown & Brown worth $571K as of Q2 2026.
Hyperion Capital Advisors left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.26% of Hyperion Capital Advisors's portfolio in Q2 2026, its #35 holding.
Hyperion Capital Advisors first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
Hyperion Capital Advisors's Brown & Brown position peaked at $2.31M in Q1 2022.
807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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