II
BRO icon

IFM Investors’s Brown & Brown BRO Stock Holding History

IFM Investors’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 		$2.98M Sell
46,445
-2,953
-6% -$180K 0.02% 503
2026
Q1 		$3.22M Sell
49,398
-3,221
-6% -$232K 0.03% 468
2025
Q4 		$4.19M Buy
52,619
+361
+0.7% +$30.1K 0.04% 402
2025
Q3 		$4.9M Hold
52,258
– – 0.04% 347
2025
Q2 		$5.79M Buy
52,258
+7,702
+17% +$866K 0.06% 311
2025
Q1 		$5.54M Sell
44,556
-1,665
-4% -$186K 0.06% 301
2024
Q4 		$4.72M Sell
46,221
-7,472
-14% -$798K 0.05% 350
2024
Q3 		$5.56M Sell
53,693
-533
-1% -$53K 0.05% 332
2024
Q2 		$4.85M Hold
54,226
– – 0.05% 347
2024
Q1 		$4.75M Hold
54,226
– – 0.05% 340
2023
Q4 		$3.86M Hold
54,226
– – 0.05% 361
2023
Q3 		$3.79M Sell
54,226
-291
-0.5% -$20.8K 0.05% 348
2023
Q2 		$3.75M Buy
54,517
+9,999
+22% +$636K 0.05% 362
2023
Q1 		$2.56M Buy
44,518
+2,029
+5% +$117K 0.04% 434
2022
Q4 		$2.42M Buy
42,489
+4,383
+12% +$256K 0.04% 421
2022
Q3 		$2.31M Buy
38,106
+1,791
+5% +$113K 0.04% 398
2022
Q2 		$2.12M Hold
36,315
– – 0.04% 441
2022
Q1 		$2.62M Buy
36,315
+5,589
+18% +$375K 0.04% 414
2021
Q4 		$2.16M Hold
30,726
– – 0.04% 430
2021
Q3 		$1.7M Sell
30,726
-710
-2% -$39.6K 0.04% 479
2021
Q2 		$1.67M Buy
31,436
+6,493
+26% +$334K 0.03% 498
2021
Q1 		$1.14M Buy
24,943
+1,708
+7% +$78.4K 0.03% 520
2020
Q4 		$1.1M Buy
23,235
+3,135
+16% +$144K 0.04% 480
2020
Q3 		$910K Buy
20,100
+1,921
+11% +$85.7K 0.04% 426
2020
Q2 		$741K Buy
18,179
+888
+5% +$34.3K 0.04% 435
2020
Q1 		$645K Buy
17,291
+84
+0.5% +$3.55K 0.03% 487
2019
Q4 		$679K Buy
+17,207
New +$646K 0.02% 565

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 $60.8B AUM 26.63% 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

IFM Investors's BRO Position: Q2 2026 in Review

IFM Investors reduced its Brown & Brown (BRO) stake by 6% in Q2 2026, selling an estimated $180K and leaving 46,445 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #503.

IFM Investors first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.79M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • IFM Investors held 46,445 shares of Brown & Brown worth $2.98M as of Q2 2026.
  • IFM Investors sold 2,953 Brown & Brown shares in Q2 2026, an estimated $180K.
  • Brown & Brown made up 0.02% of IFM Investors's portfolio in Q2 2026, its #503 holding.
  • IFM Investors first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • IFM Investors's Brown & Brown position peaked at $5.79M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.