Tidemark’s Brown & Brown BRO Stock Holding History

Tidemark’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	–	Sell	-6	Closed	-$391	–	943
2026 Q1	$391	Buy	+6	New	+$432	﹤0.01%	794

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

Tidemark's BRO Position: Q2 2026 in Review

Tidemark sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 6 shares — an estimated $391 sold.

Tidemark first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $391 in Q1 2026. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Tidemark reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Tidemark sold 6 Brown & Brown shares in Q2 2026, an estimated $391.
Tidemark first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
Tidemark's Brown & Brown position peaked at $391 in Q1 2026.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.