TwinBeech Capital’s Brown & Brown BRO Stock Holding History

TwinBeech Capital’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	-8,119	Closed	-$529K	–	404
2026 Q1	$529K	Buy	+8,119	New	+$585K	0.05%	347
2025 Q4	–	Sell	-24,186	Closed	-$2.27M	–	616
2025 Q3	$2.27M	Buy	+24,186	New	+$2.36M	0.09%	218
2025 Q1	–	Sell	-104,667	Closed	-$10.7M	–	725
2024 Q4	$10.7M	Buy	104,667 +44,437	+74%	+$4.75M	0.18%	154
2024 Q3	$6.24M	Buy	+60,230	New	+$5.99M	0.12%	204
2024 Q1	–	Sell	-220,678	Closed	-$15.7M	–	569
2023 Q4	$15.7M	Buy	+220,678	New	+$15.8M	0.25%	112
2021 Q4	–	Sell	-7,122	Closed	-$395K	–	578
2021 Q3	$395K	Buy	+7,122	New	+$397K	0.03%	466
2021 Q2	–	Sell	-20,854	Closed	-$953K	–	456
2021 Q1	$953K	Sell	20,854 -584	-3%	-$26.8K	0.14%	197
2020 Q4	$1.02M	Buy	+21,438	New	+$987K	0.16%	174

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 $59.9B AUM 27.01% 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

TwinBeech Capital's BRO Position: Q2 2026 in Review

TwinBeech Capital sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 8,119 shares — an estimated $529K sold.

TwinBeech Capital first reported a position in BRO in Q4 2020 and held it in 8 quarters. The position peaked at $15.7M in Q4 2023. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

TwinBeech Capital reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 8,119 Brown & Brown shares in Q2 2026, an estimated $529K.
TwinBeech Capital first reported a position in Brown & Brown in Q4 2020 and held it in 8 quarters.
TwinBeech Capital's Brown & Brown position peaked at $15.7M in Q4 2023.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.