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NVWM LLC’s Brown & Brown BRO Stock Holding History

NVWM LLC’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 		$2.25K Buy
35
+23
+192% +$1.4K ﹤0.01% 480
2026
Q1 		$783 Buy
12
+7
+140% +$505 ﹤0.01% 599
2025
Q4 		$399 Hold
5
– – ﹤0.01% 670
2025
Q3 		$469 Buy
+5
New +$487 ﹤0.01% 596
2025
Q2 		– Sell
-5
Closed -$622 – 677
2025
Q1 		$622 Buy
+5
New +$559 ﹤0.01% 543

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

NVWM LLC's BRO Position: Q2 2026 in Review

NVWM LLC increased its Brown & Brown (BRO) stake by 192% in Q2 2026, buying an estimated $1.4K and bringing the position to 35 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

NVWM LLC first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • NVWM LLC held 35 shares of Brown & Brown worth $2.25K as of Q2 2026.
  • NVWM LLC bought 23 Brown & Brown shares in Q2 2026, an estimated $1.4K.
  • Brown & Brown made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #480 holding.
  • NVWM LLC first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.