Vanguard Personalized Indexing Management
BRO icon

Vanguard Personalized Indexing Management’s Brown & Brown BRO Stock Holding History

Vanguard Personalized Indexing 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 		$4.8M Buy
74,825
+30,763
+70% +$1.88M 0.04% 369
2026
Q1 		$2.87M Buy
44,062
+11,951
+37% +$861K 0.03% 479
2025
Q4 		$2.56M Buy
32,111
+4,515
+16% +$377K 0.03% 519
2025
Q3 		$2.59M Sell
27,596
-983
-3% -$95.8K 0.03% 499
2025
Q2 		$3.18M Buy
28,579
+3,203
+13% +$360K 0.04% 421
2025
Q1 		$3.16M Buy
25,376
+1,389
+6% +$155K 0.05% 354
2024
Q4 		$2.45M Buy
23,987
+890
+4% +$95K 0.04% 415
2024
Q3 		$2.39M Buy
23,097
+3,584
+18% +$356K 0.04% 414
2024
Q2 		$1.74M Buy
19,513
+4,412
+29% +$383K 0.03% 452
2024
Q1 		$1.32M Buy
15,101
+3,823
+34% +$307K 0.03% 528
2023
Q4 		$802K Sell
11,278
-2,212
-16% -$158K 0.02% 765
2023
Q3 		$942K Sell
13,490
-318
-2% -$22.7K 0.03% 587
2023
Q2 		$951K Buy
13,808
+84
+0.6% +$5.34K 0.03% 591
2023
Q1 		$788K Sell
13,724
-4,855
-26% -$279K 0.03% 652
2022
Q4 		$1.06M Sell
18,579
-218
-1% -$12.7K 0.04% 488
2022
Q3 		$1.14M Buy
18,797
+1,770
+10% +$111K 0.05% 426
2022
Q2 		$993K Buy
17,027
+1,981
+13% +$122K 0.05% 468
2022
Q1 		$1.09M Buy
15,046
+1,226
+9% +$82.2K 0.05% 407
2021
Q4 		$971K Buy
13,820
+1,068
+8% +$68.9K 0.06% 406
2021
Q3 		$707K Buy
12,752
+231
+2% +$12.9K 0.06% 345
2021
Q2 		$665K Buy
+12,521
New +$644K 0.07% 360

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

Vanguard Personalized Indexing Management's BRO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Brown & Brown (BRO) stake by 70% in Q2 2026, buying an estimated $1.88M and bringing the position to 74,825 shares worth $4.8M. The position accounts for 0.04% of the portfolio, ranked #369.

Vanguard Personalized Indexing Management first reported a position in BRO in Q2 2021 and has held it in 21 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 74,825 shares of Brown & Brown worth $4.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 30,763 Brown & Brown shares in Q2 2026, an estimated $1.88M.
  • Brown & Brown made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #369 holding.
  • Vanguard Personalized Indexing Management first reported a position in Brown & Brown in Q2 2021 and has held it in 21 quarters since.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.