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

Vancity 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
Q1 		$12M Sell
183,295
-92,401
-34% -$6.66M 1.9% 23
2025
Q4 		$22M Sell
275,696
-14,167
-5% -$1.18M 2.99% 14
2025
Q3 		$27.2M Sell
289,863
-2,275
-0.8% -$222K 3.62% 11
2025
Q2 		$32.4M Sell
292,138
-5,800
-2% -$652K 4.09% 8
2025
Q1 		$37.1M Buy
+297,938
New +$33.3M 5.08% 5
2024
Q3 		$32.4M Sell
312,921
-176,539
-36% -$17.6M 3.88% 9
2024
Q2 		$43.8M Buy
489,460
+266,615
+120% +$23.1M 2.78% 14
2024
Q1 		$19.5M Sell
222,845
-4,584
-2% -$369K 2.33% 19
2023
Q4 		$16.2M Sell
227,429
-72,033
-24% -$5.15M 2.37% 18
2023
Q3 		$20.9M Hold
299,462
– – 2.71% 10
2023
Q2 		$20.6M Buy
299,462
+70,000
+31% +$4.45M 2.65% 10
2023
Q1 		$13.2M Buy
229,462
+17,462
+8% +$1M 1.85% 20
2022
Q4 		$12.1M Buy
212,000
+37,295
+21% +$2.18M 1.81% 20
2022
Q3 		$10.6M Buy
174,705
+13,426
+8% +$845K 1.68% 23
2022
Q2 		$9.41M Buy
161,279
+20,417
+14% +$1.25M 1.34% 28
2022
Q1 		$10.2M Buy
140,862
+9,238
+7% +$620K 1.2% 27
2021
Q4 		$9.25M Buy
+131,624
New +$8.49M 1.06% 38

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vancity Investment Management's BRO Position: Q1 2026 in Review

Vancity Investment Management reduced its Brown & Brown (BRO) stake by 34% in Q1 2026, selling an estimated $6.66M and leaving 183,295 shares worth $12M. The position accounts for 1.9% of the portfolio, ranked #23.

Vancity Investment Management first reported a position in BRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $43.8M in Q2 2024. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Vancity Investment Management held 183,295 shares of Brown & Brown worth $12M as of Q1 2026.
  • Vancity Investment Management sold 92,401 Brown & Brown shares in Q1 2026, an estimated $6.66M.
  • Brown & Brown made up 1.9% of Vancity Investment Management's portfolio in Q1 2026, its #23 holding.
  • Vancity Investment Management first reported a position in Brown & Brown in Q4 2021 and has held it in 17 quarters since.
  • Vancity Investment Management's Brown & Brown position peaked at $43.8M in Q2 2024.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.