Quantitative Investment Management’s Brown & Brown BRO Stock Holding History

Quantitative Investment 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 Q1	$1.22M	Buy	18,656 +2,212	+13%	+$159K	0.13%	191
2025 Q4	$1.31M	Buy	16,444 +13,783	+518%	+$1.15M	0.13%	173
2025 Q3	$249K	Buy	+2,661	New	+$259K	0.03%	301
2021 Q4	–	Sell	-5,232	Closed	-$290K	–	266
2021 Q3	$290K	Sell	5,232 -14,217	-73%	-$792K	0.03%	330
2021 Q2	$1.03M	Buy	19,449 +13,025	+203%	+$670K	0.09%	193
2021 Q1	$293K	Buy	+6,424	New	+$295K	0.02%	413
2020 Q2	–	Sell	-57,934	Closed	-$2.1M	–	518
2020 Q1	$2.1M	Buy	+57,934	New	+$2.45M	0.23%	110

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Quantitative Investment Management's BRO Position: Q1 2026 in Review

Quantitative Investment Management increased its Brown & Brown (BRO) stake by 13% in Q1 2026, buying an estimated $159K and bringing the position to 18,656 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #191.

Quantitative Investment Management first reported a position in BRO in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2020. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Quantitative Investment Management held 18,656 shares of Brown & Brown worth $1.22M as of Q1 2026.
Quantitative Investment Management bought 2,212 Brown & Brown shares in Q1 2026, an estimated $159K.
Brown & Brown made up 0.13% of Quantitative Investment Management's portfolio in Q1 2026, its #191 holding.
Quantitative Investment Management first reported a position in Brown & Brown in Q1 2020 and has held it in 7 quarters since.
Quantitative Investment Management's Brown & Brown position peaked at $2.1M in Q1 2020.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Quantitative Investment Management's 13F filing for Q1 2026, filed 15 May 2026.