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

Sterling 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	$569K	Buy	8,876 +89	+1%	+$5.43K	0.01%	746
2026 Q1	$573K	Sell	8,787 -105,248	-92%	-$7.59M	0.01%	714
2025 Q4	$9.09M	Sell	114,035 -20,537	-15%	-$1.71M	0.15%	118
2025 Q3	$12.6M	Sell	134,572 -316	-0.2%	-$30.8K	0.18%	81
2025 Q2	$15M	Sell	134,888 -39,280	-23%	-$4.41M	0.21%	73
2025 Q1	$21.7M	Sell	174,168 -5,466	-3%	-$611K	0.34%	55
2024 Q4	$18.3M	Sell	179,634 -17,612	-9%	-$1.88M	0.25%	65
2024 Q3	$20.4M	Buy	+197,246	New	+$19.6M	0.26%	60

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 $60.8B AUM 26.63% 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

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

Sterling Capital Management increased its Brown & Brown (BRO) stake by 1% in Q2 2026, buying an estimated $5.43K and bringing the position to 8,876 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #746.

Sterling Capital Management first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sterling Capital Management held 8,876 shares of Brown & Brown worth $569K as of Q2 2026.
Sterling Capital Management bought 89 Brown & Brown shares in Q2 2026, an estimated $5.43K.
Brown & Brown made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #746 holding.
Sterling Capital Management first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Brown & Brown position peaked at $21.7M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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