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Vaughan Nelson Investment Management’s Brown & Brown BRO Stock Holding History

Vaughan Nelson 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 		$10.5M Buy
163,257
+52,000
+47% +$3.17M 0.09% 150
2026
Q1 		$7.26M Buy
111,257
+48,782
+78% +$3.52M 0.07% 151
2025
Q4 		$4.98M Buy
62,475
+10,250
+20% +$855K 0.05% 149
2025
Q3 		$4.9M Buy
52,225
+23,090
+79% +$2.25M 0.04% 141
2025
Q2 		$3.23M Sell
29,135
-31,800
-52% -$3.57M 0.03% 145
2025
Q1 		$7.58M Buy
60,935
+2,020
+3% +$226K 0.08% 142
2024
Q4 		$6.01M Buy
58,915
+26,325
+81% +$2.81M 0.06% 140
2024
Q3 		$3.38M Buy
32,590
+1,485
+5% +$148K 0.03% 145
2024
Q2 		$2.78M Buy
31,105
+6,675
+27% +$579K 0.03% 151
2024
Q1 		$2.14M Sell
24,430
-12,850
-34% -$1.03M 0.02% 160
2023
Q4 		$2.65M Sell
37,280
-21,585
-37% -$1.54M 0.03% 163
2023
Q3 		$4.11M Sell
58,865
-3,525
-6% -$251K 0.05% 163
2023
Q2 		$4.29M Buy
62,390
+4,945
+9% +$315K 0.05% 156
2023
Q1 		$3.3M Hold
57,445
– – 0.04% 152
2022
Q4 		$3.27M Sell
57,445
-476,730
-89% -$27.9M 0.04% 163
2022
Q3 		$32.3M Buy
534,175
+35,020
+7% +$2.2M 0.47% 70
2022
Q2 		$29.1M Buy
499,155
+157,510
+46% +$9.67M 0.39% 79
2022
Q1 		$24.7M Sell
341,645
-371,720
-52% -$24.9M 0.28% 98
2021
Q4 		$50.1M Sell
713,365
-224,475
-24% -$14.5M 0.51% 56
2021
Q3 		$52M Buy
937,840
+180,525
+24% +$10.1M 0.53% 62
2021
Q2 		$40.2M Buy
757,315
+752,450
+15,467% +$38.7M 0.41% 88
2021
Q1 		$223K Buy
+4,865
New +$223K ﹤0.01% 168
2019
Q4 		– Sell
-1,711,865
Closed -$61.7M – 177
2019
Q3 		$61.7M Sell
1,711,865
-516,265
-23% -$18.5M 0.83% 40
2019
Q2 		$74.6M Sell
2,228,130
-104,925
-4% -$3.33M 0.99% 28
2019
Q1 		$68.8M Sell
2,333,055
-46,800
-2% -$1.34M 0.92% 28
2018
Q4 		$65.6M Buy
2,379,855
+601,160
+34% +$17M 0.94% 28
2018
Q3 		$52.6M Sell
1,778,695
-1,091,050
-38% -$32.4M 0.61% 56
2018
Q2 		$79.6M Buy
2,869,745
+483,025
+20% +$13.2M 0.95% 27
2018
Q1 		$60.7M Sell
2,386,720
-131,330
-5% -$3.43M 0.74% 42
2017
Q4 		$64.8M Sell
2,518,050
-68,300
-3% -$1.72M 0.75% 39
2017
Q3 		$62.3M Sell
2,586,350
-1,201,850
-32% -$27M 0.74% 42
2017
Q2 		$81.6M Sell
3,788,200
-66,350
-2% -$1.42M 0.98% 19
2017
Q1 		$80.4M Sell
3,854,550
-470,700
-11% -$10.2M 0.94% 24
2016
Q4 		$97M Sell
4,325,250
-504,200
-10% -$10.2M 1.14% 12
2016
Q3 		$91.1M Buy
4,829,450
+70,600
+1% +$1.31M 1.08% 17
2016
Q2 		$89.2M Buy
4,758,850
+294,800
+7% +$5.24M 1.13% 18
2016
Q1 		$79.9M Buy
+4,464,050
New +$71.7M 1.01% 26

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
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
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
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Vaughan Nelson Investment Management's BRO Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Brown & Brown (BRO) stake by 47% in Q2 2026, buying an estimated $3.17M and bringing the position to 163,257 shares worth $10.5M. The position accounts for 0.09% of the portfolio, ranked #150.

Vaughan Nelson Investment Management first reported a position in BRO in Q1 2016 and has held it in 37 quarters since. The position peaked at $97M in Q4 2016. 263 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vaughan Nelson Investment Management held 163,257 shares of Brown & Brown worth $10.5M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 52,000 Brown & Brown shares in Q2 2026, an estimated $3.17M.
  • Brown & Brown made up 0.09% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #150 holding.
  • Vaughan Nelson Investment Management first reported a position in Brown & Brown in Q1 2016 and has held it in 37 quarters since.
  • Vaughan Nelson Investment Management's Brown & Brown position peaked at $97M in Q4 2016.
  • 263 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.