Orbis Allan Gray’s Brown & Brown BRO Stock Holding History

Orbis Allan Gray’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	$345M	Buy	+5,371,080	New	+$328M	1.18%	29

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VPM

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 $59.9B AUM 27.01% 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

Norges Bank Oslo, Norway $1T AUM

Orbis Allan Gray's BRO Position: Q2 2026 in Review

Orbis Allan Gray opened a new position in Brown & Brown (BRO) in Q2 2026: 5,371,080 shares worth $345M. The stake represents 1.18% of the portfolio and ranks #29 among its holdings.

717 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Orbis Allan Gray held 5,371,080 shares of Brown & Brown worth $345M as of Q2 2026.
Brown & Brown was a new Orbis Allan Gray position in Q2 2026.
Brown & Brown made up 1.18% of Orbis Allan Gray's portfolio in Q2 2026, its #29 holding.
717 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.