QIM
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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
Q2 		– Sell
-18,656
Closed -$1.22M – 379
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
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

Quantitative Investment Management's BRO Position: Q2 2026 in Review

Quantitative Investment Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 18,656 shares — an estimated $1.22M sold.

Quantitative Investment Management first reported a position in BRO in Q1 2020 and held it in 7 quarters. The position peaked at $2.1M in Q1 2020. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Quantitative Investment Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Quantitative Investment Management sold 18,656 Brown & Brown shares in Q2 2026, an estimated $1.22M.
  • Quantitative Investment Management first reported a position in Brown & Brown in Q1 2020 and held it in 7 quarters.
  • Quantitative Investment Management's Brown & Brown position peaked at $2.1M in Q1 2020.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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