Sciencast Management’s Brown & Brown BRO Stock Holding History

Sciencast 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	-97,049	Closed	-$6.33M	–	258
2026 Q1	$6.33M	Buy	+97,049	New	+$7M	0.81%	28
2025 Q2	–	Sell	-29,821	Closed	-$3.71M	–	265
2025 Q1	$3.71M	Buy	29,821 +11,512	+63%	+$1.29M	0.86%	1
2024 Q4	$1.87M	Buy	+18,309	New	+$1.96M	0.51%	90
2021 Q4	–	Sell	-21,672	Closed	-$1.31M	–	475
2021 Q3	$1.31M	Buy	+21,672	New	+$1.21M	0.37%	98
2021 Q2	–	Sell	-7,803	Closed	-$367K	–	489
2021 Q1	$367K	Buy	+7,803	New	+$358K	0.07%	354
2020 Q1	–	Sell	-6,500	Closed	-$258K	–	329
2019 Q4	$258K	Buy	+6,500	New	+$244K	0.07%	389
2017 Q3	–	Sell	-10,600	Closed	-$228K	–	323
2017 Q2	$228K	Sell	10,600 -19,050	-64%	-$408K	0.13%	296
2017 Q1	$619	Buy	+29,650	New	+$641K	0.34%	106

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

Sciencast Management's BRO Position: Q2 2026 in Review

Sciencast Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 97,049 shares — an estimated $6.33M sold.

Sciencast Management first reported a position in BRO in Q1 2017 and held it in 8 quarters. The position peaked at $6.33M in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sciencast Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Sciencast Management sold 97,049 Brown & Brown shares in Q2 2026, an estimated $6.33M.
Sciencast Management first reported a position in Brown & Brown in Q1 2017 and held it in 8 quarters.
Sciencast Management's Brown & Brown position peaked at $6.33M in Q1 2026.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.