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Triad Investment Management’s Brown & Brown BRO Stock Holding History

Triad Investment Management’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 		$4.14M Sell
64,611
-6,274
-9% -$383K 4.57% 9
2026
Q1 		$4.62M Buy
70,885
+16,763
+31% +$1.21M 5.46% 4
2025
Q4 		$4.31M Buy
+54,122
New +$4.52M 4.37% 8
2024
Q1 		$3.19M Sell
36,453
-1,859
-5% -$149K 3.87% 13
2023
Q4 		$2.72M Buy
38,312
+5,134
+15% +$367K 3.58% 13
2023
Q3 		$2.32M Buy
33,178
+405
+1% +$28.9K 3.38% 11
2023
Q2 		$2.26M Sell
32,773
-8
-0% -$509 3.14% 12
2023
Q1 		$1.88M Buy
32,781
+1,085
+3% +$62.4K 2.74% 16
2022
Q4 		$1.81M Buy
31,696
+1,798
+6% +$105K 2.82% 15
2022
Q3 		$1.81M Buy
29,898
+3,551
+13% +$223K 3.14% 13
2022
Q2 		$1.54M Buy
26,347
+13,736
+109% +$843K 2.28% 21
2022
Q1 		$911K Buy
12,611
+636
+5% +$42.7K 0.86% 35
2021
Q4 		$842K Buy
+11,975
New +$772K 0.76% 35

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

Triad Investment Management's BRO Position: Q2 2026 in Review

Triad Investment Management reduced its Brown & Brown (BRO) stake by 8.9% in Q2 2026, selling an estimated $383K and leaving 64,611 shares worth $4.14M. The position accounts for 4.57% of the portfolio, ranked #9.

Triad Investment Management first reported a position in BRO in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.62M in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Triad Investment Management held 64,611 shares of Brown & Brown worth $4.14M as of Q2 2026.
  • Triad Investment Management sold 6,274 Brown & Brown shares in Q2 2026, an estimated $383K.
  • Brown & Brown made up 4.57% of Triad Investment Management's portfolio in Q2 2026, its #9 holding.
  • Triad Investment Management first reported a position in Brown & Brown in Q4 2021 and has held it in 13 quarters since.
  • Triad Investment Management's Brown & Brown position peaked at $4.62M in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.