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Osmosis Investment Management UK’s Brown & Brown BRO Stock Holding History

Osmosis Investment Management UK’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 		$360K Sell
5,606
-5,656
-50% -$345K 0.02% 392
2026
Q1 		$734K Buy
11,262
+6,240
+124% +$450K 0.02% 356
2025
Q4 		$400K Buy
+5,022
New +$419K 0.01% 344

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 $3.38T AUM 44.17% 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

Osmosis Investment Management UK's BRO Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Brown & Brown (BRO) stake by 50% in Q2 2026, selling an estimated $345K and leaving 5,606 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #392.

Osmosis Investment Management UK first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $734K in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Osmosis Investment Management UK held 5,606 shares of Brown & Brown worth $360K as of Q2 2026.
  • Osmosis Investment Management UK sold 5,656 Brown & Brown shares in Q2 2026, an estimated $345K.
  • Brown & Brown made up 0.02% of Osmosis Investment Management UK's portfolio in Q2 2026, its #392 holding.
  • Osmosis Investment Management UK first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Brown & Brown position peaked at $734K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.