National Bank of Canada
BRO icon

National Bank of Canada’s Brown & Brown BRO Stock Holding History

National Bank of Canada’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
Q1 		$4.24M Sell
64,987
-69,738
-52% -$5.03M ﹤0.01% 900
2025
Q4 		$10.7M Sell
134,725
-48,959
-27% -$4.08M 0.01% 705
2025
Q3 		$17.2M Sell
183,684
-16,040
-8% -$1.56M 0.02% 543
2025
Q2 		$22.1M Buy
199,724
+5,852
+3% +$658K 0.02% 522
2025
Q1 		$24.1M Buy
193,872
+4,074
+2% +$455K 0.03% 475
2024
Q4 		$19.4M Buy
189,798
+68,745
+57% +$7.34M 0.03% 572
2024
Q3 		$12.5M Buy
121,053
+55,948
+86% +$5.56M 0.02% 614
2024
Q2 		$5.8M Buy
65,105
+12,955
+25% +$1.12M 0.01% 693
2024
Q1 		$4.54M Sell
52,150
-12,806
-20% -$1.03M 0.01% 826
2023
Q4 		$4.6M Sell
64,956
-142,750
-69% -$10.2M 0.01% 792
2023
Q3 		$14.4M Buy
207,706
+157,816
+316% +$11.3M 0.03% 496
2023
Q2 		$3.36M Buy
49,890
+24,147
+94% +$1.54M 0.01% 832
2023
Q1 		$1.48M Buy
25,743
+10,378
+68% +$596K ﹤0.01% 928
2022
Q4 		$875K Sell
15,365
-241
-2% -$14.1K ﹤0.01% 1121
2022
Q3 		$967K Sell
15,606
-260,834
-94% -$16.4M 0.01% 989
2022
Q2 		$16.1M Sell
276,440
-74,014
-21% -$4.54M 0.09% 289
2022
Q1 		$25.3M Buy
350,454
+334,332
+2,074% +$22.4M 0.1% 242
2021
Q4 		$1.11M Buy
+16,122
New +$1.04M ﹤0.01% 1011

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return