V-Square Quantitative Management’s Brown & Brown BRO Stock Holding History

V-Square Quantitative 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	$463K	Buy	7,219 +1,587	+28%	+$96.8K	0.04%	351
2026 Q1	$367K	Buy	5,632 +1,320	+31%	+$95.1K	0.04%	386
2025 Q4	$344K	Buy	+4,312	New	+$360K	0.04%	388
2025 Q3	–	Sell	-3,776	Closed	-$419K	–	210
2025 Q2	$419K	Buy	3,776 +1,057	+39%	+$119K	0.06%	334
2025 Q1	$338K	Sell	2,719 -227	-8%	-$25.4K	0.05%	391
2024 Q4	$301K	Sell	2,946 -339	-10%	-$36.2K	0.04%	411
2024 Q3	$340K	Hold	3,285	–	–	0.05%	388
2024 Q2	$294K	Sell	3,285 -339	-9%	-$29.4K	0.05%	371
2024 Q1	$317K	Buy	3,624 +974	+37%	+$78.3K	0.04%	365
2023 Q4	$188K	Hold	2,650	–	–	0.03%	502
2023 Q3	$185K	Buy	+2,650	New	+$189K	0.08%	404

Other funds holding BRO

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

V-Square Quantitative Management's BRO Position: Q2 2026 in Review

V-Square Quantitative Management increased its Brown & Brown (BRO) stake by 28% in Q2 2026, buying an estimated $96.8K and bringing the position to 7,219 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #351.

V-Square Quantitative Management first reported a position in BRO in Q3 2023 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

V-Square Quantitative Management held 7,219 shares of Brown & Brown worth $463K as of Q2 2026.
V-Square Quantitative Management bought 1,587 Brown & Brown shares in Q2 2026, an estimated $96.8K.
Brown & Brown made up 0.04% of V-Square Quantitative Management's portfolio in Q2 2026, its #351 holding.
V-Square Quantitative Management first reported a position in Brown & Brown in Q3 2023 and has held it in 11 quarters since.
275 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.