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INTECH Investment Management’s Brown & Brown BRO Stock Holding History

INTECH Investment Management’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 		$2.29M Buy
35,703
+4,789
+15% +$292K 0.02% 665
2026
Q1 		$2.02M Sell
30,914
-20,926
-40% -$1.51M 0.02% 699
2025
Q4 		$4.13M Sell
51,840
-73,164
-59% -$6.1M 0.04% 447
2025
Q3 		$11.7M Sell
125,004
-79,701
-39% -$7.77M 0.1% 161
2025
Q2 		$22.7M Sell
204,705
-82,410
-29% -$9.26M 0.21% 58
2025
Q1 		$35.7M Sell
287,115
-197,664
-41% -$22.1M 0.37% 40
2024
Q4 		$49.5M Buy
484,779
+71,484
+17% +$7.63M 0.48% 33
2024
Q3 		$42.8M Sell
413,295
-22,097
-5% -$2.2M 0.48% 31
2024
Q2 		$38.9M Buy
435,392
+3,172
+0.7% +$275K 0.48% 30
2024
Q1 		$37.8M Buy
432,220
+244,860
+131% +$19.7M 0.53% 33
2023
Q4 		$13.3M Buy
187,360
+63,322
+51% +$4.53M 0.19% 116
2023
Q3 		$8.66M Sell
124,038
-17,659
-12% -$1.26M 0.13% 177
2023
Q2 		$9.75M Sell
141,697
-16,809
-11% -$1.07M 0.1% 212
2023
Q1 		$9.1M Sell
158,506
-94,165
-37% -$5.41M 0.07% 292
2022
Q4 		$14.4M Sell
252,671
-23,944
-9% -$1.4M 0.11% 234
2022
Q3 		$16.7M Buy
276,615
+64,419
+30% +$4.05M 0.13% 212
2022
Q2 		$12.4M Buy
+212,196
New +$13M 0.07% 261

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 $3.38T AUM 44.17% 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

INTECH Investment Management's BRO Position: Q2 2026 in Review

INTECH Investment Management increased its Brown & Brown (BRO) stake by 15% in Q2 2026, buying an estimated $292K and bringing the position to 35,703 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #665.

INTECH Investment Management first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. The position peaked at $49.5M in Q4 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • INTECH Investment Management held 35,703 shares of Brown & Brown worth $2.29M as of Q2 2026.
  • INTECH Investment Management bought 4,789 Brown & Brown shares in Q2 2026, an estimated $292K.
  • Brown & Brown made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #665 holding.
  • INTECH Investment Management first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Brown & Brown position peaked at $49.5M in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.