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BRO icon

Inspire Investing’s Brown & Brown BRO Stock Holding History

Inspire Investing’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 		$1.52M Buy
23,648
+3,416
+17% +$208K 0.06% 321
2026
Q1 		$1.32M Buy
20,232
+16,121
+392% +$1.16M 0.08% 303
2025
Q4 		$328K Buy
4,111
+806
+24% +$67.3K 0.03% 764
2025
Q3 		$310K Buy
3,305
+744
+29% +$72.5K 0.03% 765
2025
Q2 		$284K Sell
2,561
-9
-0.4% -$1.01K 0.03% 740
2025
Q1 		$320K Sell
2,570
-9,076
-78% -$1.01M 0.04% 721
2024
Q4 		$1.19M Sell
11,646
-695
-6% -$74.2K 0.13% 173
2024
Q3 		$1.28M Sell
12,341
-1,794
-13% -$178K 0.13% 162
2024
Q2 		$1.26M Sell
14,135
-3,897
-22% -$338K 0.15% 171
2024
Q1 		$1.58M Sell
18,032
-1,641
-8% -$132K 0.16% 158
2023
Q4 		$1.4M Buy
19,673
+952
+5% +$68K 0.15% 160
2023
Q3 		$1.31M Sell
18,721
-1,260
-6% -$89.9K 0.17% 160
2023
Q2 		$1.38M Buy
19,981
+13,445
+206% +$855K 0.17% 140
2023
Q1 		$375K Buy
6,536
+519
+9% +$29.8K 0.05% 315
2022
Q4 		$343K Buy
6,017
+1,171
+24% +$68.5K 0.04% 274
2022
Q3 		$293K Sell
4,846
-424
-8% -$26.7K 0.04% 250
2022
Q2 		$307K Buy
5,270
+278
+6% +$17.1K 0.04% 259
2022
Q1 		$361K Sell
4,992
-988
-17% -$66.3K 0.04% 283
2021
Q4 		$420K Sell
5,980
-55
-0.9% -$3.55K 0.05% 247
2021
Q3 		$335K Buy
+6,035
New +$336K 0.04% 302
2021
Q1 		– Sell
-9,905
Closed -$469K – 617
2020
Q4 		$469K Buy
+9,905
New +$456K 0.1% 193

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

Inspire Investing's BRO Position: Q2 2026 in Review

Inspire Investing increased its Brown & Brown (BRO) stake by 17% in Q2 2026, buying an estimated $208K and bringing the position to 23,648 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #321.

Inspire Investing first reported a position in BRO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.58M in Q1 2024. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Inspire Investing held 23,648 shares of Brown & Brown worth $1.52M as of Q2 2026.
  • Inspire Investing bought 3,416 Brown & Brown shares in Q2 2026, an estimated $208K.
  • Brown & Brown made up 0.06% of Inspire Investing's portfolio in Q2 2026, its #321 holding.
  • Inspire Investing first reported a position in Brown & Brown in Q4 2020 and has held it in 21 quarters since.
  • Inspire Investing's Brown & Brown position peaked at $1.58M in Q1 2024.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.