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

Leavell 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	$2.74M	Sell	42,780 -711	-2%	-$43.4K	0.1%	191
2026 Q1	$2.84M	Sell	43,491 -400	-0.9%	-$28.8K	0.12%	178
2025 Q4	$3.5M	Sell	43,891 -416	-0.9%	-$34.7K	0.15%	154
2025 Q3	$4.16M	Sell	44,307 -13,187	-23%	-$1.29M	0.18%	132
2025 Q2	$6.37M	Sell	57,494 -654	-1%	-$73.5K	0.29%	83
2025 Q1	$7.23M	Sell	58,148 -1,404	-2%	-$157K	0.36%	70
2024 Q4	$6.08M	Hold	59,552	–	–	0.3%	81
2024 Q3	$6.17M	Buy	59,552 +421	+0.7%	+$41.9K	0.31%	77
2024 Q2	$5.29M	Buy	59,131 +1,931	+3%	+$168K	0.29%	86
2024 Q1	$5.01M	Hold	57,200	–	–	0.29%	88
2023 Q4	$4.07M	Hold	57,200	–	–	0.26%	101
2023 Q3	$4M	Hold	57,200	–	–	0.28%	92
2023 Q2	$3.94M	Hold	57,200	–	–	0.27%	96
2023 Q1	$3.28M	Hold	57,200	–	–	0.23%	114
2022 Q4	$3.26M	Hold	57,200	–	–	0.24%	111
2022 Q3	$3.46M	Hold	57,200	–	–	0.27%	101
2022 Q2	$3.34M	Hold	57,200	–	–	0.26%	107
2022 Q1	$4.13M	Hold	57,200	–	–	0.28%	100
2021 Q4	$4.02M	Hold	57,200	–	–	0.27%	101
2021 Q3	$3.17M	Buy	57,200 +400	+0.7%	+$22.3K	0.24%	113
2021 Q2	$2.6M	Hold	56,800	–	–	0.21%	120
2021 Q1	$2.6M	Hold	56,800	–	–	0.21%	120
2020 Q4	$2.69M	Hold	56,800	–	–	0.23%	116
2020 Q3	$2.57M	Hold	56,800	–	–	0.22%	111
2020 Q2	$2.31M	Hold	56,800	–	–	0.23%	115
2020 Q1	$2.06M	Hold	56,800	–	–	0.24%	113
2019 Q4	$2.24M	Sell	56,800 -228	-0.4%	-$8.56K	0.21%	122
2019 Q3	$2.06M	Sell	57,028 -200	-0.3%	-$7.16K	0.21%	119
2019 Q2	$1.92M	Hold	57,228	–	–	0.2%	124
2019 Q1	$1.69M	Hold	57,228	–	–	0.19%	130
2018 Q4	$1.58M	Hold	57,228	–	–	0.2%	129
2018 Q3	$1.69M	Hold	57,228	–	–	0.18%	135
2018 Q2	$1.59M	Buy	57,228 +428	+0.8%	+$11.7K	0.18%	134
2018 Q1	$1.45M	Sell	56,800 -4,000	-7%	-$105K	0.17%	139
2017 Q4	$1.56M	Hold	60,800	–	–	0.18%	140
2017 Q3	$1.47M	Sell	60,800 -12,000	-16%	-$269K	0.18%	141
2017 Q2	$1.57M	Sell	72,800 -800	-1%	-$17.1K	0.2%	129
2017 Q1	$1.53M	Buy	73,600 +2,200	+3%	+$47.6K	0.2%	126
2016 Q4	$1.6M	Buy	71,400 +1,000	+1%	+$20.3K	0.22%	115
2016 Q3	$1.33M	Buy	70,400 +4,200	+6%	+$77.7K	0.2%	136
2016 Q2	$1.24M	Buy	66,200 +25,400	+62%	+$451K	0.18%	136
2016 Q1	$730K	Buy	+40,800	New	+$655K	0.11%	184

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 $60.8B AUM 26.63% 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

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

Leavell Investment Management reduced its Brown & Brown (BRO) stake by 1.6% in Q2 2026, selling an estimated $43.4K and leaving 42,780 shares worth $2.74M. The position accounts for 0.1% of the portfolio, ranked #191.

Leavell Investment Management first reported a position in BRO in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.23M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Leavell Investment Management held 42,780 shares of Brown & Brown worth $2.74M as of Q2 2026.
Leavell Investment Management sold 711 Brown & Brown shares in Q2 2026, an estimated $43.4K.
Brown & Brown made up 0.1% of Leavell Investment Management's portfolio in Q2 2026, its #191 holding.
Leavell Investment Management first reported a position in Brown & Brown in Q1 2016 and has held it in 42 quarters since.
Leavell Investment Management's Brown & Brown position peaked at $7.23M in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.