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

VELA 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 		$282K Buy
4,392
+410
+10% +$25K 0.06% 159
2026
Q1 		$260K Buy
+3,982
New +$287K 0.06% 165

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

VELA Investment Management increased its Brown & Brown (BRO) stake by 10% in Q2 2026, buying an estimated $25K and bringing the position to 4,392 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #159.

VELA Investment Management first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • VELA Investment Management held 4,392 shares of Brown & Brown worth $282K as of Q2 2026.
  • VELA Investment Management bought 410 Brown & Brown shares in Q2 2026, an estimated $25K.
  • Brown & Brown made up 0.06% of VELA Investment Management's portfolio in Q2 2026, its #159 holding.
  • VELA Investment Management first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.