Waratah Capital Advisors’s Brown & Brown BRO Stock Holding History

Waratah Capital Advisors’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	$5M	Buy	+77,951	New	+$4.76M	0.17%	99

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Waratah Capital Advisors's BRO Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 77,951 shares worth $5M. The stake represents 0.17% of the portfolio and ranks #99 among its holdings.

802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Waratah Capital Advisors held 77,951 shares of Brown & Brown worth $5M as of Q2 2026.
Brown & Brown was a new Waratah Capital Advisors position in Q2 2026.
Brown & Brown made up 0.17% of Waratah Capital Advisors's portfolio in Q2 2026, its #99 holding.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.