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

Studio 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 		$453K Buy
7,069
+204
+3% +$12.4K 0.08% 134
2026
Q1 		$448K Buy
6,865
+253
+4% +$18.2K 0.08% 124
2025
Q4 		$527K Buy
6,612
+480
+8% +$40K 0.1% 119
2025
Q3 		$575K Buy
6,132
+230
+4% +$22.4K 0.11% 113
2025
Q2 		$654K Sell
5,902
-110
-2% -$12.4K 0.13% 102
2025
Q1 		$748K Sell
6,012
-356
-6% -$39.8K 0.15% 86
2024
Q4 		$650K Sell
6,368
-145
-2% -$15.5K 0.14% 98
2024
Q3 		$675K Buy
6,513
+96
+1% +$9.55K 0.14% 98
2024
Q2 		$574K Buy
6,417
+130
+2% +$11.3K 0.13% 100
2024
Q1 		$550K Buy
6,287
+465
+8% +$37.4K 0.13% 97
2023
Q4 		$414K Sell
5,822
-1,026
-15% -$73.3K 0.11% 108
2023
Q3 		$478K Sell
6,848
-385
-5% -$27.5K 0.13% 86
2023
Q2 		$498K Buy
7,233
+224
+3% +$14.2K 0.14% 81
2023
Q1 		$402K Buy
7,009
+602
+9% +$34.6K 0.12% 95
2022
Q4 		$365K Buy
6,407
+276
+5% +$16.1K 0.12% 100
2022
Q3 		$371K Buy
6,131
+43
+0.7% +$2.71K 0.13% 87
2022
Q2 		$355K Buy
+6,088
New +$374K 0.12% 91

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

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

Studio Investment Management increased its Brown & Brown (BRO) stake by 3% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,069 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #134.

Studio Investment Management first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. The position peaked at $748K in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Studio Investment Management held 7,069 shares of Brown & Brown worth $453K as of Q2 2026.
  • Studio Investment Management bought 204 Brown & Brown shares in Q2 2026, an estimated $12.4K.
  • Brown & Brown made up 0.08% of Studio Investment Management's portfolio in Q2 2026, its #134 holding.
  • Studio Investment Management first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
  • Studio Investment Management's Brown & Brown position peaked at $748K in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.