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Tidal Investments’s Brown & Brown BRO Stock Holding History

Tidal Investments’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 		$4.6M Buy
71,733
+39,937
+126% +$2.44M 0.01% 973
2026
Q1 		$2.07M Buy
31,796
+12,564
+65% +$906K ﹤0.01% 1131
2025
Q4 		$1.53M Sell
19,232
-4,441
-19% -$371K ﹤0.01% 1062
2025
Q3 		$2.22M Sell
23,673
-192,974
-89% -$18.8M ﹤0.01% 867
2025
Q2 		$24M Buy
216,647
+192,198
+786% +$21.6M 0.14% 190
2025
Q1 		$3.04M Sell
24,449
-219,765
-90% -$24.6M 0.02% 525
2024
Q4 		$24.9M Sell
244,214
-14,991
-6% -$1.6M 0.2% 115
2024
Q3 		$26.9M Buy
259,205
+224,772
+653% +$22.4M 0.28% 74
2024
Q2 		$3.08M Buy
34,433
+13,174
+62% +$1.14M 0.04% 386
2024
Q1 		$1.86M Buy
21,259
+1,828
+9% +$147K 0.03% 574
2023
Q4 		$1.38M Sell
19,431
-16,633
-46% -$1.19M 0.03% 500
2023
Q3 		$2.52M Sell
36,064
-9,192
-20% -$656K 0.08% 258
2023
Q2 		$3.12M Buy
45,256
+34,513
+321% +$2.2M 0.09% 213
2023
Q1 		$617K Buy
10,743
+5,173
+93% +$297K 0.02% 672
2022
Q4 		$317K Buy
5,570
+1,595
+40% +$93.3K 0.01% 820
2022
Q3 		$240K Buy
3,975
+120
+3% +$7.55K 0.01% 891
2022
Q2 		$225K Sell
3,855
-7,090
-65% -$435K 0.01% 946
2022
Q1 		$791K Buy
10,945
+1,062
+11% +$71.2K 0.02% 494
2021
Q4 		$695K Buy
9,883
+4,858
+97% +$313K 0.02% 504
2021
Q3 		$279K Buy
5,025
+826
+20% +$46K 0.01% 700
2021
Q2 		$223K Buy
+4,199
New +$216K 0.01% 661

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

Tidal Investments's BRO Position: Q2 2026 in Review

Tidal Investments increased its Brown & Brown (BRO) stake by 126% in Q2 2026, buying an estimated $2.44M and bringing the position to 71,733 shares worth $4.6M. The position accounts for 0.01% of the portfolio, ranked #973.

Tidal Investments first reported a position in BRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.9M in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Tidal Investments held 71,733 shares of Brown & Brown worth $4.6M as of Q2 2026.
  • Tidal Investments bought 39,937 Brown & Brown shares in Q2 2026, an estimated $2.44M.
  • Brown & Brown made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #973 holding.
  • Tidal Investments first reported a position in Brown & Brown in Q2 2021 and has held it in 21 quarters since.
  • Tidal Investments's Brown & Brown position peaked at $26.9M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.