TD Waterhouse Canada’s Brown & Brown BRO Stock Holding History

TD Waterhouse Canada’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	$27.8K	Sell	412 -28,013	-99%	-$1.71M	﹤0.01%	1580
2026 Q1	$1.83M	Buy	28,425 +28,206	+12,879%	+$2.03M	0.01%	573
2025 Q4	$17.5K	Hold	219	–	–	﹤0.01%	1422
2025 Q3	$20.3K	Sell	219 -332	-60%	-$32.4K	﹤0.01%	1377
2025 Q2	$60K	Sell	551 -15,238	-97%	-$1.71M	﹤0.01%	1086
2025 Q1	$1.95M	Buy	15,789 +14,866	+1,611%	+$1.66M	0.02%	410
2024 Q4	$94.1K	Buy	923 +42	+5%	+$4.49K	﹤0.01%	950
2024 Q3	$92.4K	Sell	881 -1,934	-69%	-$192K	﹤0.01%	899
2024 Q2	$251K	Buy	2,815 +2,391	+564%	+$208K	﹤0.01%	722
2024 Q1	$36.3K	Buy	424 +40	+10%	+$3.22K	﹤0.01%	1128
2023 Q4	$27.1K	Buy	384 +108	+39%	+$7.72K	﹤0.01%	1072
2023 Q3	$19.2K	Hold	276	–	–	﹤0.01%	1101
2023 Q2	$18.6K	Hold	276	–	–	﹤0.01%	1134
2023 Q1	$15.9K	Hold	276	–	–	﹤0.01%	1131
2022 Q4	$15.6K	Hold	276	–	–	﹤0.01%	1143
2022 Q3	$17.1K	Buy	+276	New	+$17.4K	﹤0.01%	1138

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

TD Waterhouse Canada's BRO Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Brown & Brown (BRO) stake by 99% in Q2 2026, selling an estimated $1.71M and leaving 412 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

TD Waterhouse Canada first reported a position in BRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

TD Waterhouse Canada held 412 shares of Brown & Brown worth $27.8K as of Q2 2026.
TD Waterhouse Canada sold 28,013 Brown & Brown shares in Q2 2026, an estimated $1.71M.
Brown & Brown made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1580 holding.
TD Waterhouse Canada first reported a position in Brown & Brown in Q3 2022 and has held it in 16 quarters since.
TD Waterhouse Canada's Brown & Brown position peaked at $1.95M in Q1 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.