TCW Group
BRO icon

TCW Group’s Brown & Brown BRO Stock Holding History

TCW Group’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
Q3 		$286K Buy
4,698
+21
+0.4% +$1.44K ﹤0.01% 551
2026
Q2 		$300K Buy
4,677
+81
+2% +$4.94K ﹤0.01% 598
2026
Q1 		$300K Buy
4,596
+223
+5% +$16.1K ﹤0.01% 572
2025
Q4 		$349K Buy
+4,373
New +$365K ﹤0.01% 541

Other funds holding BRO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

TCW Group's BRO Position: Q3 2026 in Review

TCW Group increased its Brown & Brown (BRO) stake by 0.45% in Q3 2026, buying an estimated $1.44K and bringing the position to 4,698 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

TCW Group first reported a position in BRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • TCW Group held 4,698 shares of Brown & Brown worth $286K as of Q3 2026.
  • TCW Group bought 21 Brown & Brown shares in Q3 2026, an estimated $1.44K.
  • Brown & Brown made up ﹤0.01% of TCW Group's portfolio in Q3 2026, its #551 holding.
  • TCW Group first reported a position in Brown & Brown in Q4 2025 and has held it in 4 quarters since.
  • TCW Group's Brown & Brown position peaked at $349K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on TCW Group's 13F filing for Q3 2026, filed 10 Nov 2026.