TD Asset Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.59M Sell
102,721
-31,885
-24% -$1.94M 0.01% 754
2026
Q1
$8.78M Sell
134,606
-763
-0.6% -$55K 0.01% 681
2025
Q4
$10.8M Sell
135,369
-4,350
-3% -$363K 0.01% 638
2025
Q3
$13.1M Sell
139,719
-85,379
-38% -$8.32M 0.01% 594
2025
Q2
$25M Sell
225,098
-18,789
-8% -$2.11M 0.02% 452
2025
Q1
$30.3M Buy
243,887
+219
+0.1% +$24.5K 0.03% 410
2024
Q4
$24.9M Buy
243,668
+2,302
+1% +$246K 0.02% 469
2024
Q3
$24.8M Sell
241,366
-10,186
-4% -$1.01M 0.02% 463
2024
Q2
$22.5M Buy
251,552
+29,023
+13% +$2.52M 0.02% 467
2024
Q1
$19.5M Sell
222,529
-1,004
-0.4% -$80.7K 0.02% 495
2023
Q4
$15.9M Buy
223,533
+9,677
+5% +$692K 0.02% 520
2023
Q3
$14.9M Buy
213,856
+306
+0.1% +$21.8K 0.02% 499
2023
Q2
$14.7M Sell
213,550
-4,589
-2% -$292K 0.02% 505
2023
Q1
$12.5M Buy
218,139
+1,017
+0.5% +$58.5K 0.02% 549
2022
Q4
$12.4M Buy
217,122
+21,095
+11% +$1.23M 0.02% 545
2022
Q3
$11.9M Sell
196,027
-22,290
-10% -$1.4M 0.01% 538
2022
Q2
$12.7M Sell
218,317
-52,229
-19% -$3.21M 0.01% 543
2022
Q1
$19.6M Buy
270,546
+24,812
+10% +$1.66M 0.02% 483
2021
Q4
$17.3M Sell
245,734
-1,501
-0.6% -$96.8K 0.01% 539
2021
Q3
$13.7M Buy
247,235
+20,400
+9% +$1.14M 0.01% 578
2021
Q2
$12.3M Sell
226,835
-63,678
-22% -$3.27M 0.01% 596
2021
Q1
$13.3M Sell
290,513
-48,266
-14% -$2.22M 0.01% 565
2020
Q4
$16.1M Sell
338,779
-9,533
-3% -$439K 0.02% 480
2020
Q3
$15.8M Sell
348,312
-3,154
-0.9% -$141K 0.02% 443
2020
Q2
$14.3M Buy
351,466
+147,100
+72% +$5.67M 0.02% 432
2020
Q1
$7.4M Sell
204,366
-4,100
-2% -$173K 0.01% 548
2019
Q4
$8.23M Buy
208,466
+71,100
+52% +$2.67M 0.01% 600
2019
Q3
$4.95M Buy
137,366
+58,800
+75% +$2.1M 0.01% 686
2019
Q2
$2.63M Buy
78,566
+27,500
+54% +$872K ﹤0.01% 853
2019
Q1
$1.51M Buy
51,066
+9,740
+24% +$278K ﹤0.01% 963
2018
Q4
$1.14M Sell
41,326
-200
-0.5% -$5.65K ﹤0.01% 1030
2018
Q3
$1.23M Buy
41,526
+8,200
+25% +$244K ﹤0.01% 1115
2018
Q2
$924K Buy
33,326
+100
+0.3% +$2.72K ﹤0.01% 1147
2018
Q1
$845K Sell
33,226
-21,920
-40% -$573K ﹤0.01% 1100
2017
Q4
$1.42M Sell
55,146
-105,800
-66% -$2.66M ﹤0.01% 963
2017
Q3
$3.88M Sell
160,946
-12,400
-7% -$278K 0.01% 710
2017
Q2
$3.73M Sell
173,346
-11,600
-6% -$249K 0.01% 742
2017
Q1
$3.86M Buy
184,946
+16,800
+10% +$363K 0.01% 752
2016
Q4
$3.77M Sell
168,146
-5,560
-3% -$113K 0.01% 738
2016
Q3
$3.27M Buy
173,706
+42,800
+33% +$792K 0.01% 781
2016
Q2
$2.45M Buy
130,906
+8,600
+7% +$153K ﹤0.01% 823
2016
Q1
$2.19M Buy
122,306
+52,800
+76% +$848K ﹤0.01% 828
2015
Q4
$1.12M Sell
69,506
-19,600
-22% -$314K ﹤0.01% 933
2015
Q3
$1.38M Buy
89,106
+65,306
+274% +$1.07M ﹤0.01% 872
2015
Q2
$391K Buy
+23,800
New +$389K ﹤0.01% 1185

Other funds holding BRO

TD Asset Management's BRO Position: Q2 2026 in Review

TD Asset Management reduced its Brown & Brown (BRO) stake by 24% in Q2 2026, selling an estimated $1.94M and leaving 102,721 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #754.

TD Asset Management first reported a position in BRO in Q2 2015 and has held it in 45 quarters since. The position peaked at $30.3M in Q1 2025. 665 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • TD Asset Management held 102,721 shares of Brown & Brown worth $6.59M as of Q2 2026.
  • TD Asset Management sold 31,885 Brown & Brown shares in Q2 2026, an estimated $1.94M.
  • Brown & Brown made up 0.01% of TD Asset Management's portfolio in Q2 2026, its #754 holding.
  • TD Asset Management first reported a position in Brown & Brown in Q2 2015 and has held it in 45 quarters since.
  • TD Asset Management's Brown & Brown position peaked at $30.3M in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.