Prelude Capital Management’s Brown & Brown BRO Stock Holding History

Prelude Capital Management’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	$365K	Buy	+5,689	New	+$347K	0.03%	663
2026 Q1	–	Sell	-4,465	Closed	-$356K	–	1238
2025 Q4	$356K	Buy	+4,465	New	+$373K	0.03%	700
2025 Q1	–	Sell	-4,000	Closed	-$408K	–	1213
2024 Q4	$408K	Buy	+4,000	New	+$427K	0.03%	659
2022 Q4	–	Sell	-6,453	Closed	-$390K	–	1348
2022 Q3	$390K	Sell	6,453 -5,955	-48%	-$375K	0.01%	755
2022 Q2	$724K	Buy	+12,408	New	+$762K	0.02%	645
2020 Q4	–	Sell	-1,173	Closed	-$53K	–	1340
2020 Q3	$53K	Sell	1,173 -4,020	-77%	-$179K	﹤0.01%	1102
2020 Q2	$212K	Buy	+5,193	New	+$200K	0.01%	725
2019 Q4	–	Sell	-3,701	Closed	-$133K	–	1936
2019 Q3	$133K	Buy	+3,701	New	+$132K	0.01%	861
2019 Q1	–	Sell	-21,255	Closed	-$586K	–	1768
2018 Q4	$586K	Buy	+21,255	New	+$601K	0.04%	423
2018 Q2	–	Sell	-464	Closed	-$12K	–	1680
2018 Q1	$12K	Buy	+464	New	+$12.1K	﹤0.01%	1324
2014 Q2	–	Sell	-1,220	Closed	-$19K	–	1923
2014 Q1	$19K	Buy	+1,220	New	+$18.7K	﹤0.01%	1696

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 $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

Prelude Capital Management's BRO Position: Q2 2026 in Review

Prelude Capital Management opened a new position in Brown & Brown (BRO) in Q2 2026: 5,689 shares worth $365K. The stake represents 0.03% of the portfolio and ranks #663 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in BRO as recently as Q4 2025.

Prelude Capital Management first reported a position in BRO in Q1 2014 and has held it in 11 quarters since. The position peaked at $724K in Q2 2022. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Prelude Capital Management held 5,689 shares of Brown & Brown worth $365K as of Q2 2026.
Brown & Brown was a new Prelude Capital Management position in Q2 2026.
Brown & Brown made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #663 holding.
Prelude Capital Management first reported a position in Brown & Brown in Q1 2014 and has held it in 11 quarters since.
Prelude Capital Management's Brown & Brown position peaked at $724K in Q2 2022.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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