Polar Capital Holdings’s Brown & Brown BRO Stock Holding History

Polar Capital Holdings’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	$111M	Buy	1,725,000 +285,000	+20%	+$17.4M	0.26%	78
2026 Q1	$93.9M	Buy	1,440,000 +515,000	+56%	+$37.1M	0.33%	67
2025 Q4	$73.7M	Buy	925,000 +250,000	+37%	+$20.9M	0.28%	80
2025 Q3	$63.3M	Buy	675,000 +135,000	+25%	+$13.2M	0.3%	84
2025 Q2	$59.9M	Buy	540,000 +115,000	+27%	+$12.9M	0.31%	80
2025 Q1	$52.9M	Buy	425,000 +12,500	+3%	+$1.4M	0.32%	88
2024 Q4	$42.1M	Hold	412,500	–	–	0.24%	108
2024 Q3	$42.7M	Buy	412,500 +12,500	+3%	+$1.24M	0.2%	101
2024 Q2	$35.8M	Buy	400,000 +50,000	+14%	+$4.34M	0.21%	102
2024 Q1	$30.6M	Buy	+350,000	New	+$28.1M	0.16%	116

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 $60.8B AUM 26.63% 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

Polar Capital Holdings's BRO Position: Q2 2026 in Review

Polar Capital Holdings increased its Brown & Brown (BRO) stake by 20% in Q2 2026, buying an estimated $17.4M and bringing the position to 1,725,000 shares worth $111M. The position accounts for 0.26% of the portfolio, ranked #78.

Polar Capital Holdings first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Polar Capital Holdings held 1,725,000 shares of Brown & Brown worth $111M as of Q2 2026.
Polar Capital Holdings bought 285,000 Brown & Brown shares in Q2 2026, an estimated $17.4M.
Brown & Brown made up 0.26% of Polar Capital Holdings's portfolio in Q2 2026, its #78 holding.
Polar Capital Holdings first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.