Manchester Capital Management’s Brown & Brown BRO Stock Holding History

Manchester Capital 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	$3.85K	Sell	60 -14	-19%	-$854	﹤0.01%	925
2026 Q1	$4.83K	Sell	74 -7,769	-99%	-$560K	﹤0.01%	897
2025 Q4	$625K	Buy	7,843 +46	+0.6%	+$3.84K	0.09%	144
2025 Q3	$731K	Sell	7,797 -1,803	-19%	-$176K	0.1%	144
2025 Q2	$1.06M	Sell	9,600 -342	-3%	-$38.4K	0.14%	112
2025 Q1	$1.24M	Buy	9,942 +193	+2%	+$21.6K	0.15%	95
2024 Q4	$995K	Buy	9,749 +341	+4%	+$36.4K	0.12%	115
2024 Q3	$975K	Buy	9,408 +1,618	+21%	+$161K	0.11%	119
2024 Q2	$697K	Hold	7,790	–	–	0.08%	148
2024 Q1	$682K	Buy	7,790 +9	+0.1%	+$724	0.08%	151
2023 Q4	$553K	Hold	7,781	–	–	0.07%	159
2023 Q3	$543K	Hold	7,781	–	–	0.08%	148
2023 Q2	$536K	Sell	7,781 -3,035	-28%	-$193K	0.07%	158
2023 Q1	$621K	Buy	10,816 +1,038	+11%	+$59.7K	0.08%	155
2022 Q4	$557K	Buy	9,778 +9,757	+46,462%	+$571K	0.08%	147
2022 Q3	$1K	Sell	21 -3	-13%	-$189	﹤0.01%	725
2022 Q2	$1K	Sell	24 -15	-38%	-$921	﹤0.01%	786
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	727
2021 Q4	$3K	Hold	39	–	–	﹤0.01%	751
2021 Q3	$2K	Buy	+39	New	+$2.17K	﹤0.01%	844
2021 Q1	–	Sell	-5	Closed	–	–	661
2020 Q4	$0	Hold	5	–	–	﹤0.01%	738
2020 Q3	$0	Buy	+5	New	+$223	﹤0.01%	564

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

Manchester Capital Management's BRO Position: Q2 2026 in Review

Manchester Capital Management reduced its Brown & Brown (BRO) stake by 19% in Q2 2026, selling an estimated $854 and leaving 60 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Manchester Capital Management first reported a position in BRO in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Manchester Capital Management held 60 shares of Brown & Brown worth $3.85K as of Q2 2026.
Manchester Capital Management sold 14 Brown & Brown shares in Q2 2026, an estimated $854.
Brown & Brown made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #925 holding.
Manchester Capital Management first reported a position in Brown & Brown in Q3 2020 and has held it in 22 quarters since.
Manchester Capital Management's Brown & Brown position peaked at $1.24M in Q1 2025.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.