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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
Q2 		$5.07M Sell
79,052
-104,243
-57% -$6.36M 0.76% 35
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 $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

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

Vancity Investment Management reduced its Brown & Brown (BRO) stake by 57% in Q2 2026, selling an estimated $6.36M and leaving 79,052 shares worth $5.07M. The position accounts for 0.76% of the portfolio, ranked #35.

Vancity Investment Management first reported a position in BRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.8M in Q2 2024. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vancity Investment Management held 79,052 shares of Brown & Brown worth $5.07M as of Q2 2026.
  • Vancity Investment Management sold 104,243 Brown & Brown shares in Q2 2026, an estimated $6.36M.
  • Brown & Brown made up 0.76% of Vancity Investment Management's portfolio in Q2 2026, its #35 holding.
  • Vancity Investment Management first reported a position in Brown & Brown in Q4 2021 and has held it in 18 quarters since.
  • Vancity Investment Management's Brown & Brown position peaked at $43.8M in Q2 2024.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.