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BRO icon

Xponance’s Brown & Brown BRO Stock Holding History

Xponance’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 		$3.37M Sell
52,486
-2,177
-4% -$133K 0.02% 467
2026
Q1 		$3.56M Buy
54,663
+6,709
+14% +$484K 0.03% 428
2025
Q4 		$3.82M Buy
47,954
+2,909
+6% +$243K 0.03% 396
2025
Q3 		$4.22M Sell
45,045
-5,718
-11% -$557K 0.03% 365
2025
Q2 		$5.63M Buy
50,763
+6,595
+15% +$741K 0.05% 301
2025
Q1 		$5.49M Buy
44,168
+372
+0.8% +$41.6K 0.05% 283
2024
Q4 		$4.47M Buy
43,796
+1,772
+4% +$189K 0.04% 339
2024
Q3 		$4.35M Buy
42,024
+154
+0.4% +$15.3K 0.04% 334
2024
Q2 		$3.74M Buy
41,870
+994
+2% +$86.3K 0.04% 357
2024
Q1 		$3.58M Buy
40,876
+2,232
+6% +$179K 0.04% 365
2023
Q4 		$2.75M Sell
38,644
-2,174
-5% -$155K 0.03% 390
2023
Q3 		$2.85M Buy
40,818
+614
+2% +$43.8K 0.04% 372
2023
Q2 		$2.77M Buy
40,204
+7,359
+22% +$468K 0.04% 377
2023
Q1 		$1.89M Buy
32,845
+886
+3% +$50.9K 0.03% 470
2022
Q4 		$1.82M Sell
31,959
-8,095
-20% -$473K 0.03% 460
2022
Q3 		$2.42M Buy
40,054
+16,578
+71% +$1.04M 0.05% 341
2022
Q2 		$1.37M Buy
23,476
+7,153
+44% +$439K 0.03% 481
2022
Q1 		$1.18M Buy
16,323
+74
+0.5% +$4.96K 0.02% 541
2021
Q4 		$1.14M Buy
16,249
+3,292
+25% +$212K 0.02% 556
2021
Q3 		$718K Sell
12,957
-15,815
-55% -$881K 0.01% 712
2021
Q2 		$1.53M Buy
28,772
+2,823
+11% +$145K 0.03% 440
2021
Q1 		$1.19M Sell
25,949
-58
-0.2% -$2.66K 0.03% 428
2020
Q4 		$1.23M Sell
26,007
-203
-0.8% -$9.34K 0.03% 412
2020
Q3 		$1.19M Buy
26,210
+3,821
+17% +$170K 0.03% 382
2020
Q2 		$913K Buy
+22,389
New +$864K 0.02% 405

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

Xponance's BRO Position: Q2 2026 in Review

Xponance reduced its Brown & Brown (BRO) stake by 4% in Q2 2026, selling an estimated $133K and leaving 52,486 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #467.

Xponance first reported a position in BRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.63M in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Xponance held 52,486 shares of Brown & Brown worth $3.37M as of Q2 2026.
  • Xponance sold 2,177 Brown & Brown shares in Q2 2026, an estimated $133K.
  • Brown & Brown made up 0.02% of Xponance's portfolio in Q2 2026, its #467 holding.
  • Xponance first reported a position in Brown & Brown in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Brown & Brown position peaked at $5.63M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.