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Charles Schwab Investment Management position in BRO
BROWN & BROWN INC · Financials
Latest position (Q2 2026)1.90M sh
Reported value held$121.76M
Portfolio Weight0.02%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.59M | $88.36M | New |
| Q4 2021 | 1.64M | $115.33M | Add |
| Q1 2022 | 1.68M | $121.69M | Add |
| Q2 2022 | 1.71M | $99.50M | Add |
| Q3 2022 | 1.16M | $70.00M | Reduce |
| Q4 2022 | 1.19M | $67.83M | Add |
| Q1 2023 | 1.20M | $69.06M | Add |
| Q2 2023 | 1.21M | $83.01M | Hold |
| Q3 2023 | 1.22M | $85.34M | Add |
| Q4 2023 | 1.25M | $88.74M | Add |
| Q1 2024 | 1.27M | $110.99M | Add |
| Q2 2024 | 1.30M | $116.03M | Add |
| Q3 2024 | 1.32M | $136.30M | Add |
| Q4 2024 | 1.36M | $138.39M | Add |
| Q1 2025 | 1.37M | $171.01M | Add |
| Q2 2025 | 1.62M | $179.77M | Add |
| Q3 2025 | 1.71M | $160.10M | Add |
| Q4 2025 | 1.75M | $139.76M | Add |
| Q1 2026 | 1.83M | $119.17M | Add |
| Q2 2026 | 1.90M | $121.76M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding BRO
- Vanguard Group 37.63M sh · $3.00B · Q4 2025
- BlackRock Inc 22.11M sh · $1.42B · Q2 2026
- Fidelity Management & Research (FMR) 18.41M sh · $1.18B · Q2 2026
- Principal Global Investors 15.72M sh · $1.01B · Q2 2026
- Capital World Investors 14.47M sh · $927.99M · Q2 2026
- First Eagle Investment Management 11.73M sh · $752.32M · Q2 2026
- Geode Capital Management 8.23M sh · $526.02M · Q2 2026
- Norges Bank Investment Management 4.40M sh · $282.03M · Q2 2026
- Deutsche Bank AG 4.16M sh · $266.94M · Q2 2026
- Invesco Ltd 4.10M sh · $262.90M · Q2 2026
- Capital Research Global Investors 3.91M sh · $251.02M · Q2 2026
- Morgan Stanley 3.87M sh · $248.24M · Q2 2026