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BRO icon

&Partners’s Brown & Brown BRO Stock Holding History

&Partners’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 		$5.22M Buy
81,364
+25,587
+46% +$1.56M 0.02% 584
2026
Q1 		$3.65M Buy
55,777
+10,184
+22% +$734K 0.02% 639
2025
Q4 		$3.63M Sell
45,593
-2,862
-6% -$239K 0.02% 611
2025
Q3 		$4.54M Sell
48,455
-2,310
-5% -$225K 0.03% 456
2025
Q2 		$5.63M Buy
50,765
+9,641
+23% +$1.08M 0.04% 345
2025
Q1 		$5.07M Buy
41,124
+3,292
+9% +$368K 0.05% 290
2024
Q4 		$3.84M Buy
37,832
+8,419
+29% +$899K 0.05% 326
2024
Q3 		$3.05M Buy
29,413
+12,034
+69% +$1.2M 0.06% 283
2024
Q2 		$1.57M Buy
+17,379
New +$1.51M 0.07% 243

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

&Partners's BRO Position: Q2 2026 in Review

&Partners increased its Brown & Brown (BRO) stake by 46% in Q2 2026, buying an estimated $1.56M and bringing the position to 81,364 shares worth $5.22M. The position accounts for 0.02% of the portfolio, ranked #584.

&Partners first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.63M in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • &Partners held 81,364 shares of Brown & Brown worth $5.22M as of Q2 2026.
  • &Partners bought 25,587 Brown & Brown shares in Q2 2026, an estimated $1.56M.
  • Brown & Brown made up 0.02% of &Partners's portfolio in Q2 2026, its #584 holding.
  • &Partners first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
  • &Partners's Brown & Brown position peaked at $5.63M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.