Local Pensions Partnership Investment’s Brown & Brown BRO Stock Holding History

Local Pensions Partnership Investment’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	$20.9M	Sell	326,000 -80,000	-20%	-$4.88M	0.44%	26
2026 Q1	$26.5M	Hold	406,000	–	–	0.57%	27
2025 Q4	$32.4M	Buy	406,000 +17,000	+4%	+$1.42M	0.57%	27
2025 Q3	$36.5M	Buy	389,000 +127,000	+48%	+$12.4M	0.62%	24
2025 Q2	$29M	Sell	262,000 -22,000	-8%	-$2.47M	0.54%	27
2025 Q1	$35.3M	Hold	284,000	–	–	0.7%	23
2024 Q4	$29M	Buy	+284,000	New	+$30.3M	0.54%	28

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

Local Pensions Partnership Investment's BRO Position: Q2 2026 in Review

Local Pensions Partnership Investment reduced its Brown & Brown (BRO) stake by 20% in Q2 2026, selling an estimated $4.88M and leaving 326,000 shares worth $20.9M. The position accounts for 0.44% of the portfolio, ranked #26.

Local Pensions Partnership Investment first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.5M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Local Pensions Partnership Investment held 326,000 shares of Brown & Brown worth $20.9M as of Q2 2026.
Local Pensions Partnership Investment sold 80,000 Brown & Brown shares in Q2 2026, an estimated $4.88M.
Brown & Brown made up 0.44% of Local Pensions Partnership Investment's portfolio in Q2 2026, its #26 holding.
Local Pensions Partnership Investment first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Local Pensions Partnership Investment's Brown & Brown position peaked at $36.5M in Q3 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Local Pensions Partnership Investment's 13F filing for Q2 2026, filed 30 Jul 2026.