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W.H. Cornerstone Investments’s Brown & Brown BRO Stock Holding History

W.H. Cornerstone Investments’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 		– Sell
-3,578
Closed -$233K – 145
2026
Q1 		$233K Buy
3,578
+8
+0.2% +$577 0.15% 118
2025
Q4 		$285K Buy
3,570
+9
+0.3% +$751 0.17% 96
2025
Q3 		$334K Hold
3,561
– – 0.2% 86
2025
Q2 		$395K Buy
3,561
+5
+0.1% +$562 0.25% 81
2025
Q1 		$442K Buy
3,556
+5
+0.1% +$559 0.31% 74
2024
Q4 		$362K Buy
3,551
+5
+0.1% +$534 0.24% 91
2024
Q3 		$367K Sell
3,546
-6
-0.2% -$597 0.25% 84
2024
Q2 		$318K Buy
3,552
+15
+0.4% +$1.3K 0.23% 92
2024
Q1 		$310K Buy
3,537
+6
+0.2% +$482 0.22% 98
2023
Q4 		$251K Buy
3,531
+6
+0.2% +$429 0.2% 112
2023
Q3 		$246K Buy
3,525
+6
+0.2% +$428 0.22% 101
2023
Q2 		$242K Buy
3,519
+6
+0.2% +$382 0.22% 103
2023
Q1 		$202K Buy
3,513
+7
+0.2% +$402 0.18% 128
2022
Q4 		$215K Buy
3,506
+2
+0.1% +$117 0.2% 123
2022
Q3 		$217K Buy
+3,504
New +$220K 0.23% 106

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

W.H. Cornerstone Investments's BRO Position: Q2 2026 in Review

W.H. Cornerstone Investments sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,578 shares — an estimated $233K sold.

W.H. Cornerstone Investments first reported a position in BRO in Q3 2022 and held it in 15 quarters. The position peaked at $442K in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • W.H. Cornerstone Investments reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 3,578 Brown & Brown shares in Q2 2026, an estimated $233K.
  • W.H. Cornerstone Investments first reported a position in Brown & Brown in Q3 2022 and held it in 15 quarters.
  • W.H. Cornerstone Investments's Brown & Brown position peaked at $442K in Q1 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.