Wellington Management Group’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.2M | Buy |
96,682
+3,419
| +4% | +$209K | ﹤0.01% | 1412 |
|
|
2026
Q1 | $6.08M | Sell |
93,263
-28,183
| -23% | -$2.03M | ﹤0.01% | 1368 |
|
|
2025
Q4 | $9.68M | Sell |
121,446
-54,347
| -31% | -$4.53M | ﹤0.01% | 1261 |
|
|
2025
Q3 | $16.5M | Buy |
175,793
+53,653
| +44% | +$5.23M | ﹤0.01% | 1101 |
|
|
2025
Q2 | $13.5M | Buy |
122,140
+17,324
| +17% | +$1.95M | ﹤0.01% | 1109 |
|
|
2025
Q1 | $13M | Sell |
104,816
-35,480
| -25% | -$3.96M | ﹤0.01% | 1126 |
|
|
2024
Q4 | $14.3M | Sell |
140,296
-6,801
| -5% | -$726K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $15.2M | Buy |
147,097
+7,172
| +5% | +$713K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $12.5M | Sell |
139,925
-15,734
| -10% | -$1.37M | ﹤0.01% | 1104 |
|
|
2024
Q1 | $13.6M | Sell |
155,659
-51
| -0% | -$4.1K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $11.1M | Sell |
155,710
-617,976
| -80% | -$44.2M | ﹤0.01% | 1087 |
|
|
2023
Q3 | $54M | Buy |
773,686
+18,253
| +2% | +$1.3M | 0.01% | 672 |
|
|
2023
Q2 | $52M | Sell |
755,433
-395,663
| -34% | -$25.2M | 0.01% | 693 |
|
|
2023
Q1 | $66.1M | Buy |
1,151,096
+61,591
| +6% | +$3.54M | 0.01% | 629 |
|
|
2022
Q4 | $62.1M | Buy |
1,089,505
+304,921
| +39% | +$17.8M | 0.01% | 625 |
|
|
2022
Q3 | $47.5M | Sell |
784,584
-4,847
| -0.6% | -$305K | 0.01% | 687 |
|
|
2022
Q2 | $46.1M | Sell |
789,431
-25,339
| -3% | -$1.56M | 0.01% | 703 |
|
|
2022
Q1 | $58.9M | Buy |
814,770
+661,425
| +431% | +$44.4M | 0.01% | 708 |
|
|
2021
Q4 | $10.8M | Sell |
153,345
-14,645
| -9% | -$945K | ﹤0.01% | 1240 |
|
|
2021
Q3 | $9.31M | Sell |
167,990
-5,682
| -3% | -$317K | ﹤0.01% | 1312 |
|
|
2021
Q2 | $9.23M | Buy |
173,672
+83,653
| +93% | +$4.3M | ﹤0.01% | 1305 |
|
|
2021
Q1 | $4.12M | Buy |
90,019
+52,707
| +141% | +$2.42M | ﹤0.01% | 1466 |
|
|
2020
Q4 | $1.77M | Buy |
37,312
+27,379
| +276% | +$1.26M | ﹤0.01% | 1510 |
|
|
2020
Q3 | $450K | Sell |
9,933
-2,497
| -20% | -$111K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $507K | Sell |
12,430
-21,889
| -64% | -$844K | ﹤0.01% | 1645 |
|
|
2020
Q1 | $1.24M | Sell |
34,319
-127,507
| -79% | -$5.39M | ﹤0.01% | 1476 |
|
|
2019
Q4 | $6.39M | Buy |
161,826
+36,301
| +29% | +$1.36M | ﹤0.01% | 1274 |
|
|
2019
Q3 | $4.53M | Buy |
+125,525
| New | +$4.49M | ﹤0.01% | 1376 |
|
|
2018
Q2 | – | Sell |
-41,346
| Closed | -$1.05M | – | 2234 |
|
|
2018
Q1 | $1.05M | Buy |
+41,346
| New | +$1.08M | ﹤0.01% | 1893 |
|
|
2015
Q3 | – | Sell |
-90,686
| Closed | -$1.49M | – | 2178 |
|
|
2015
Q2 | $1.49M | Buy |
90,686
+6,990
| +8% | +$114K | ﹤0.01% | 1749 |
|
|
2015
Q1 | $1.39M | Buy |
83,696
+3,710
| +5% | +$59.9K | ﹤0.01% | 1777 |
|
|
2014
Q4 | $1.32M | Sell |
79,986
-840
| -1% | -$13.5K | ﹤0.01% | 1800 |
|
|
2014
Q3 | $1.3M | Sell |
80,826
-24,376
| -23% | -$386K | ﹤0.01% | 1770 |
|
|
2014
Q2 | $1.61M | Sell |
105,202
-351,982
| -77% | -$5.29M | ﹤0.01% | 1715 |
|
|
2014
Q1 | $7.03M | Buy |
457,184
+34,130
| +8% | +$524K | ﹤0.01% | 1342 |
|
|
2013
Q4 | $6.64M | Sell |
423,054
-4,980
| -1% | -$78.9K | ﹤0.01% | 1372 |
|
|
2013
Q3 | $6.87M | Sell |
428,034
-56,490
| -12% | -$923K | ﹤0.01% | 1340 |
|
|
2013
Q2 | $7.81M | Buy |
+484,524
| New | +$7.67M | ﹤0.01% | 1273 |
|
Other funds holding BRO
VLKIM
Wellington Management Group's BRO Position: Q2 2026 in Review
Wellington Management Group increased its Brown & Brown (BRO) stake by 3.7% in Q2 2026, buying an estimated $209K and bringing the position to 96,682 shares worth $6.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.
Wellington Management Group first reported a position in BRO in Q2 2013 and has held it in 38 quarters since. The position peaked at $66.1M in Q1 2023. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Wellington Management Group held 96,682 shares of Brown & Brown worth $6.2M as of Q2 2026.
- Wellington Management Group bought 3,419 Brown & Brown shares in Q2 2026, an estimated $209K.
- Brown & Brown made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1412 holding.
- Wellington Management Group first reported a position in Brown & Brown in Q2 2013 and has held it in 38 quarters since.
- Wellington Management Group's Brown & Brown position peaked at $66.1M in Q1 2023.
- 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.