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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
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 $6.73T 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 $60.8B AUM 26.63% 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

TCW Group's BRO Position: Q2 2026 in Review

TCW Group increased its Brown & Brown (BRO) stake by 1.8% in Q2 2026, buying an estimated $4.94K and bringing the position to 4,677 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

TCW Group first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • TCW Group held 4,677 shares of Brown & Brown worth $300K as of Q2 2026.
  • TCW Group bought 81 Brown & Brown shares in Q2 2026, an estimated $4.94K.
  • Brown & Brown made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #598 holding.
  • TCW Group first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • TCW Group's Brown & Brown position peaked at $349K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.