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Yousif Capital Management’s Brown & Brown BRO Stock Holding History

Yousif Capital 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 		$6.72M Sell
104,748
-2,193
-2% -$134K 0.08% 246
2026
Q1 		$6.97M Buy
106,941
+3,617
+4% +$261K 0.08% 224
2025
Q4 		$8.17M Sell
103,324
-1,630
-2% -$136K 0.09% 201
2025
Q3 		$9.84M Sell
104,954
-2,804
-3% -$273K 0.11% 165
2025
Q2 		$11.9M Sell
107,758
-7,028
-6% -$790K 0.13% 142
2025
Q1 		$14.3M Sell
114,786
-9,472
-8% -$1.06M 0.17% 115
2024
Q4 		$12.7M Sell
124,258
-426
-0.3% -$45.5K 0.14% 127
2024
Q3 		$12.9M Sell
124,684
-7,066
-5% -$703K 0.14% 133
2024
Q2 		$11.8M Sell
131,750
-3,793
-3% -$329K 0.13% 137
2024
Q1 		$11.9M Buy
135,543
+130
+0.1% +$10.5K 0.13% 140
2023
Q4 		$9.63M Sell
135,413
-5,404
-4% -$386K 0.11% 160
2023
Q3 		$9.83M Sell
140,817
-1,847
-1% -$132K 0.13% 151
2023
Q2 		$9.82M Sell
142,664
-1,941
-1% -$123K 0.12% 158
2023
Q1 		$8.3M Buy
144,605
+10,241
+8% +$589K 0.11% 175
2022
Q4 		$7.65M Sell
134,364
-543
-0.4% -$31.8K 0.1% 196
2022
Q3 		$8.16M Buy
134,907
+5,964
+5% +$375K 0.12% 174
2022
Q2 		$7.52M Sell
128,943
-5,453
-4% -$335K 0.1% 198
2022
Q1 		$9.71M Buy
134,396
+86,258
+179% +$5.78M 0.11% 178
2021
Q4 		$3.38M Buy
+48,138
New +$3.11M 0.04% 604

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

Yousif Capital Management's BRO Position: Q2 2026 in Review

Yousif Capital Management reduced its Brown & Brown (BRO) stake by 2.1% in Q2 2026, selling an estimated $134K and leaving 104,748 shares worth $6.72M. The position accounts for 0.08% of the portfolio, ranked #246.

Yousif Capital Management first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Yousif Capital Management held 104,748 shares of Brown & Brown worth $6.72M as of Q2 2026.
  • Yousif Capital Management sold 2,193 Brown & Brown shares in Q2 2026, an estimated $134K.
  • Brown & Brown made up 0.08% of Yousif Capital Management's portfolio in Q2 2026, its #246 holding.
  • Yousif Capital Management first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Brown & Brown position peaked at $14.3M in Q1 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.