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Nutshell Asset Management’s Brown & Brown BRO Stock Holding History

Nutshell Asset 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 		$3.77M Buy
+58,739
New +$3.58M 1.26% 20
2025
Q1 		– Sell
-10,500
Closed -$1.07M – 27
2024
Q4 		$1.07M Buy
+10,500
New +$1.12M 0.68% 27

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 $60.8B AUM 26.63% 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

Nutshell Asset Management's BRO Position: Q2 2026 in Review

Nutshell Asset Management opened a new position in Brown & Brown (BRO) in Q2 2026: 58,739 shares worth $3.77M. The stake represents 1.26% of the portfolio and ranks #20 among its holdings. This is a return to the name: Nutshell Asset Management previously reported a position in BRO as recently as Q4 2024.

Nutshell Asset Management first reported a position in BRO in Q4 2024 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Nutshell Asset Management held 58,739 shares of Brown & Brown worth $3.77M as of Q2 2026.
  • Brown & Brown was a new Nutshell Asset Management position in Q2 2026.
  • Brown & Brown made up 1.26% of Nutshell Asset Management's portfolio in Q2 2026, its #20 holding.
  • Nutshell Asset Management first reported a position in Brown & Brown in Q4 2024 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Nutshell Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.