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Savant Capital’s Brown & Brown BRO Stock Holding History

Savant Capital’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 		$1.79M Buy
27,939
+3,135
+13% +$191K 0.01% 642
2026
Q1 		$1.62M Buy
24,804
+196
+0.8% +$14.1K 0.01% 467
2025
Q4 		$1.96M Sell
24,608
-159
-0.6% -$13.3K 0.01% 406
2025
Q3 		$2.32M Sell
24,767
-350
-1% -$34.1K 0.01% 369
2025
Q2 		$2.78M Sell
25,117
-638
-2% -$71.7K 0.02% 298
2025
Q1 		$3.2M Buy
25,755
+9,190
+55% +$1.03M 0.03% 249
2024
Q4 		$1.69M Sell
16,565
-1,233
-7% -$132K 0.01% 484
2024
Q3 		$1.84M Buy
17,798
+1,278
+8% +$127K 0.02% 459
2024
Q2 		$1.48M Sell
16,520
-39
-0.2% -$3.39K 0.01% 468
2024
Q1 		$1.45M Buy
16,559
+872
+6% +$70.1K 0.02% 439
2023
Q4 		$1.12M Buy
15,687
+727
+5% +$52K 0.01% 395
2023
Q3 		$1.04M Buy
14,960
+1,797
+14% +$128K 0.02% 374
2023
Q2 		$906K Sell
13,163
-6
-0% -$382 0.01% 402
2023
Q1 		$756K Buy
+13,169
New +$757K 0.01% 382

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 $59.9B AUM 27.01% 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

Savant Capital's BRO Position: Q2 2026 in Review

Savant Capital increased its Brown & Brown (BRO) stake by 13% in Q2 2026, buying an estimated $191K and bringing the position to 27,939 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #642.

Savant Capital first reported a position in BRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Savant Capital held 27,939 shares of Brown & Brown worth $1.79M as of Q2 2026.
  • Savant Capital bought 3,135 Brown & Brown shares in Q2 2026, an estimated $191K.
  • Brown & Brown made up 0.01% of Savant Capital's portfolio in Q2 2026, its #642 holding.
  • Savant Capital first reported a position in Brown & Brown in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's Brown & Brown position peaked at $3.2M in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.