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Tandem Investment Advisors’s Brown & Brown BRO Stock Holding History

Tandem Investment Advisors’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 		$57.1M Sell
889,649
-295,495
-25% -$18M 3.82% 9
2026
Q1 		$77.3M Sell
1,185,144
-106,674
-8% -$7.69M 3.79% 10
2025
Q4 		$103M Sell
1,291,818
-93,396
-7% -$7.79M 3.83% 13
2025
Q3 		$130M Buy
1,385,214
+569,037
+70% +$55.5M 4.44% 6
2025
Q2 		$90.5M Buy
816,177
+51,468
+7% +$5.78M 3.17% 15
2025
Q1 		$95.1M Buy
764,709
+18,677
+3% +$2.09M 3.32% 14
2024
Q4 		$76.1M Buy
746,032
+68,577
+10% +$7.32M 2.88% 18
2024
Q3 		$70.2M Sell
677,455
-13,861
-2% -$1.38M 2.66% 21
2024
Q2 		$61.8M Sell
691,316
-3,486
-0.5% -$303K 2.46% 21
2024
Q1 		$60.8M Sell
694,802
-22,412
-3% -$1.8M 2.36% 23
2023
Q4 		$51M Buy
717,214
+17,113
+2% +$1.22M 2.04% 29
2023
Q3 		$48.9M Buy
700,101
+14,689
+2% +$1.05M 2.06% 26
2023
Q2 		$47.2M Sell
685,412
-11,598
-2% -$738K 2.07% 26
2023
Q1 		$40M Buy
697,010
+48,000
+7% +$2.76M 1.92% 27
2022
Q4 		$37M Buy
649,010
+39,189
+6% +$2.29M 1.91% 25
2022
Q3 		$36.9M Sell
609,821
-112,743
-16% -$7.09M 2.1% 23
2022
Q2 		$42.2M Buy
722,564
+65,170
+10% +$4M 2.48% 20
2022
Q1 		$47.5M Buy
657,394
+36,815
+6% +$2.47M 2.91% 19
2021
Q4 		$43.6M Buy
620,579
+16,874
+3% +$1.09M 2.84% 21
2021
Q3 		$33.5M Buy
603,705
+84,355
+16% +$4.7M 2.74% 21
2021
Q2 		$27.6M Sell
519,350
-5,470
-1% -$281K 2.36% 21
2021
Q1 		$24M Buy
524,820
+57,627
+12% +$2.64M 2.3% 22
2020
Q4 		$22.1M Buy
467,193
+34,577
+8% +$1.59M 2.38% 21
2020
Q3 		$19.6M Buy
432,616
+29,127
+7% +$1.3M 2.4% 23
2020
Q2 		$16.4M Buy
403,489
+30,245
+8% +$1.17M 2.22% 23
2020
Q1 		$13.5M Sell
373,244
-34,672
-8% -$1.47M 2.01% 28
2019
Q4 		$16.1M Sell
407,916
-107,675
-21% -$4.04M 2.7% 18
2019
Q3 		$18.6M Sell
515,591
-114,108
-18% -$4.08M 3.37% 14
2019
Q2 		$21.1M Buy
629,699
+11,890
+2% +$377K 4% 5
2019
Q1 		$18.2M Buy
617,809
+68,777
+13% +$1.96M 4.02% 4
2018
Q4 		$15.1M Buy
549,032
+63,892
+13% +$1.81M 3.93% 4
2018
Q3 		$14.3M Buy
485,140
+19,819
+4% +$589K 3.93% 7
2018
Q2 		$12.9M Buy
465,321
+3,493
+0.8% +$95.1K 3.94% 6
2018
Q1 		$11.7M Buy
461,828
+23,898
+5% +$624K 3.83% 5
2017
Q4 		$11.3M Sell
437,930
-7,060
-2% -$177K 3.86% 5
2017
Q3 		$10.7M Sell
444,990
-15,120
-3% -$339K 4.03% 6
2017
Q2 		$9.91M Buy
460,110
+49,152
+12% +$1.05M 3.93% 6
2017
Q1 		$8.57M Buy
410,958
+37,358
+10% +$808K 3.8% 8
2016
Q4 		$8.38M Buy
+373,600
New +$7.59M 4.04% 5

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

Tandem Investment Advisors's BRO Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Brown & Brown (BRO) stake by 25% in Q2 2026, selling an estimated $18M and leaving 889,649 shares worth $57.1M. The position accounts for 3.82% of the portfolio, ranked #9.

Tandem Investment Advisors first reported a position in BRO in Q4 2016 and has held it in 39 quarters since. The position peaked at $130M in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Tandem Investment Advisors held 889,649 shares of Brown & Brown worth $57.1M as of Q2 2026.
  • Tandem Investment Advisors sold 295,495 Brown & Brown shares in Q2 2026, an estimated $18M.
  • Brown & Brown made up 3.82% of Tandem Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Tandem Investment Advisors first reported a position in Brown & Brown in Q4 2016 and has held it in 39 quarters since.
  • Tandem Investment Advisors's Brown & Brown position peaked at $130M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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