John Overdeck’s Brown & Brown BRO Stock Holding History

John Overdeck’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	$276K	Buy	+4,300	New	+$262K	﹤0.01%	4580

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 $59.9B AUM 27.01% 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

John Overdeck's BRO Position: Q2 2026 in Review

John Overdeck increased its Brown & Brown (BRO) stake by 71% in Q2 2026, buying an estimated $50.5M and bringing the position to 1,993,822 shares worth $128M. The position accounts for 0.09% of the portfolio, ranked #244.

John Overdeck first reported a position in BRO in Q2 2013 and has held it in 26 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

John Overdeck held 1,993,822 shares of Brown & Brown worth $128M as of Q2 2026.
John Overdeck bought 828,538 Brown & Brown shares in Q2 2026, an estimated $50.5M.
Brown & Brown made up 0.09% of John Overdeck's portfolio in Q2 2026, its #244 holding.
John Overdeck first reported a position in Brown & Brown in Q2 2013 and has held it in 26 quarters since.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.