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LBP AM’s Brown & Brown BRO Stock Holding History

LBP AM’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 		– Sell
-71,629
Closed -$4.67M – 432
2026
Q1 		$4.67M Buy
+71,629
New +$5.16M 0.06% 214
2023
Q4 		– Sell
-19,849
Closed -$1.39M – 433
2023
Q3 		$1.39M Buy
19,849
+3,137
+19% +$224K 0.03% 326
2023
Q2 		$1.15M Buy
+16,712
New +$1.06M 0.03% 322

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 $59.9B AUM 27.01% 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

LBP AM's BRO Position: Q2 2026 in Review

LBP AM sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 71,629 shares — an estimated $4.67M sold.

LBP AM first reported a position in BRO in Q2 2023 and held it in 3 quarters. The position peaked at $4.67M in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • LBP AM reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • LBP AM sold 71,629 Brown & Brown shares in Q2 2026, an estimated $4.67M.
  • LBP AM first reported a position in Brown & Brown in Q2 2023 and held it in 3 quarters.
  • LBP AM's Brown & Brown position peaked at $4.67M in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.