WCM Investment Management
BRO icon

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

WCM 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 		$735K Sell
11,488
-10,073
-47% -$614K ﹤0.01% 249
2026
Q1 		$1.41M Buy
21,561
+2,496
+13% +$180K ﹤0.01% 225
2025
Q4 		$1.53M Sell
19,065
-11,733
-38% -$979K ﹤0.01% 214
2025
Q3 		$2.86M Sell
30,798
-13,778
-31% -$1.34M 0.01% 185
2025
Q2 		$4.88M Sell
44,576
-913
-2% -$103K 0.01% 160
2025
Q1 		$5.59M Sell
45,489
-11,551
-20% -$1.29M 0.01% 165
2024
Q4 		$5.82M Sell
57,040
-3,851
-6% -$411K 0.01% 171
2024
Q3 		$6.25M Buy
60,891
+148
+0.2% +$14.7K 0.01% 163
2024
Q2 		$5.48M Buy
60,743
+86
+0.1% +$7.47K 0.01% 160
2024
Q1 		$5.31M Sell
60,657
-47,322
-44% -$3.8M 0.01% 158
2023
Q4 		$7.66M Buy
107,979
+12,748
+13% +$911K 0.02% 151
2023
Q3 		$6.65M Buy
95,231
+31
+0% +$2.21K 0.02% 144
2023
Q2 		$6.58M Sell
95,200
-1,873
-2% -$119K 0.02% 148
2023
Q1 		$5.57M Buy
97,073
+655
+0.7% +$37.6K 0.02% 153
2022
Q4 		$5.49M Buy
96,418
+77,287
+404% +$4.52M 0.02% 156
2022
Q3 		$1.17M Buy
19,131
+397
+2% +$25K ﹤0.01% 170
2022
Q2 		$1.09M Buy
18,734
+71
+0.4% +$4.36K ﹤0.01% 178
2022
Q1 		$1.35M Sell
18,663
-3,861
-17% -$259K ﹤0.01% 173
2021
Q4 		$1.58M Buy
22,524
+167
+0.7% +$10.8K ﹤0.01% 170
2021
Q3 		$1.24M Buy
22,357
+153
+0.7% +$8.53K ﹤0.01% 172
2021
Q2 		$1.18M Hold
22,204
– – ﹤0.01% 164
2021
Q1 		$1.01M Buy
22,204
+2,421
+12% +$111K ﹤0.01% 153
2020
Q4 		$938K Buy
19,783
+568
+3% +$26.1K ﹤0.01% 162
2020
Q3 		$870K Hold
19,215
– – ﹤0.01% 156
2020
Q2 		$783K Hold
19,215
– – ﹤0.01% 155
2020
Q1 		$696K Buy
+19,215
New +$812K ﹤0.01% 156
2019
Q3 		– Sell
-284,342
Closed -$9.53M – 155
2019
Q2 		$9.53M Sell
284,342
-14,827
-5% -$470K 0.06% 56
2019
Q1 		$8.83M Sell
299,169
-8,230
-3% -$235K 0.06% 59
2018
Q4 		$8.47M Buy
307,399
+30,738
+11% +$869K 0.08% 43
2018
Q3 		$8.18M Buy
276,661
+55,504
+25% +$1.65M 0.07% 42
2018
Q2 		$6.13M Sell
221,157
-29,821
-12% -$812K 0.06% 44
2018
Q1 		$6.38M Sell
250,978
-86,084
-26% -$2.25M 0.06% 48
2017
Q4 		$8.67M Buy
337,062
+280,870
+500% +$7.05M 0.1% 48
2017
Q3 		$1.35M Buy
56,192
+3,120
+6% +$70K 0.02% 71
2017
Q2 		$1.14M Buy
53,072
+1,350
+3% +$28.9K 0.02% 70
2017
Q1 		$1.08M Buy
51,722
+3,300
+7% +$71.4K 0.01% 101
2016
Q4 		$1.09M Buy
48,422
+19,970
+70% +$406K 0.01% 115
2016
Q3 		$536K Buy
+28,452
New +$526K 0.01% 145

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 $3.38T AUM 44.17% 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

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

WCM Investment Management reduced its Brown & Brown (BRO) stake by 47% in Q2 2026, selling an estimated $614K and leaving 11,488 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

WCM Investment Management first reported a position in BRO in Q3 2016 and has held it in 38 quarters since. The position peaked at $9.53M in Q2 2019. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • WCM Investment Management held 11,488 shares of Brown & Brown worth $735K as of Q2 2026.
  • WCM Investment Management sold 10,073 Brown & Brown shares in Q2 2026, an estimated $614K.
  • Brown & Brown made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #249 holding.
  • WCM Investment Management first reported a position in Brown & Brown in Q3 2016 and has held it in 38 quarters since.
  • WCM Investment Management's Brown & Brown position peaked at $9.53M in Q2 2019.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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