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BRO icon

INVST’s Brown & Brown BRO Stock Holding History

INVST’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 		$1.43M Sell
22,274
-5,747
-21% -$351K 0.14% 119
2026
Q1 		$1.83M Buy
28,021
+3,849
+16% +$277K 0.21% 88
2025
Q4 		$1.93M Sell
24,172
-1,871
-7% -$156K 0.21% 88
2025
Q3 		$2.44M Buy
26,043
+16,228
+165% +$1.58M 0.28% 67
2025
Q2 		$1.09M Sell
9,815
-312
-3% -$35.1K 0.14% 132
2025
Q1 		$1.26M Sell
10,127
-247
-2% -$27.6K 0.17% 104
2024
Q4 		$1.06M Buy
10,374
+396
+4% +$42.3K 0.13% 109
2024
Q3 		$1.03M Sell
9,978
-8
-0.1% -$796 0.13% 98
2024
Q2 		$890K Buy
9,986
+6
+0.1% +$521 0.1% 111
2024
Q1 		$861K Buy
+9,980
New +$802K 0.1% 112

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

INVST's BRO Position: Q2 2026 in Review

INVST reduced its Brown & Brown (BRO) stake by 21% in Q2 2026, selling an estimated $351K and leaving 22,274 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #119.

INVST first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.44M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • INVST held 22,274 shares of Brown & Brown worth $1.43M as of Q2 2026.
  • INVST sold 5,747 Brown & Brown shares in Q2 2026, an estimated $351K.
  • Brown & Brown made up 0.14% of INVST's portfolio in Q2 2026, its #119 holding.
  • INVST first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • INVST's Brown & Brown position peaked at $2.44M in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.