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Norden Group’s Brown & Brown BRO Stock Holding History

Norden Group’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 		$620K Buy
9,670
+6,288
+186% +$384K 0.05% 315
2026
Q1 		$221K Sell
3,382
-3,050
-47% -$220K 0.02% 562
2025
Q4 		$513K Sell
6,432
-624
-9% -$52.1K 0.05% 330
2025
Q3 		$662K Sell
7,056
-1,845
-21% -$180K 0.07% 279
2025
Q2 		$987K Sell
8,901
-1,933
-18% -$217K 0.11% 187
2025
Q1 		$1.35M Sell
10,834
-567
-5% -$63.4K 0.16% 127
2024
Q4 		$1.16M Buy
11,401
+172
+2% +$18.4K 0.13% 161
2024
Q3 		$1.16M Buy
11,229
+5,716
+104% +$568K 0.14% 164
2024
Q2 		$493K Sell
5,513
-701
-11% -$60.9K 0.1% 219
2024
Q1 		$544K Buy
6,214
+2,584
+71% +$208K 0.11% 213
2023
Q4 		$258K Buy
+3,630
New +$259K 0.04% 226

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

Norden Group's BRO Position: Q2 2026 in Review

Norden Group increased its Brown & Brown (BRO) stake by 186% in Q2 2026, buying an estimated $384K and bringing the position to 9,670 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #315.

Norden Group first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Norden Group held 9,670 shares of Brown & Brown worth $620K as of Q2 2026.
  • Norden Group bought 6,288 Brown & Brown shares in Q2 2026, an estimated $384K.
  • Brown & Brown made up 0.05% of Norden Group's portfolio in Q2 2026, its #315 holding.
  • Norden Group first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Norden Group's Brown & Brown position peaked at $1.35M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.