SEC 13F Intelligence

Vancity Investment Management Ltd / BRO

Vancity Investment Management Ltd’s Brown & Brown Inc Position

Does Vancity Investment Management Ltd own Brown & Brown Inc (BRO)? Yes183.3K shares worth $12M (+1.90% of its 13F portfolio) as of Q1 2026, down from 275.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
183.3K
% of Portfolio
+1.90%
Quarters Held
17
currently held

Position History BRO

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $11MQ3 ’22Q4 ’22: $12MQ1 ’23: $13MQ2 ’23: $21MQ2 ’23Q3 ’23: $21MQ4 ’23: $16MQ1 ’24: $20MQ1 ’24Q2 ’24: $44MQ3 ’24: $32MQ1 ’25: $37MQ1 ’25Q2 ’25: $32MQ3 ’25: $27MQ4 ’25: $22MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026183.3K$12M+1.90%
Q4 2025275.7K$22M+2.99%
Q3 2025289.9K$27M+3.62%
Q2 2025292.1K$32M+4.09%
Q1 2025297.9K$37M+5.08%
Q3 2024312.9K$32M+3.88%
Q2 2024489.5K$44M+2.78%
Q1 2024222.8K$20M+2.32%
Q4 2023227.4K$16M+2.37%
Q3 2023299.5K$21M+2.71%
Q2 2023299.5K$21M+2.65%
Q1 2023229.5K$13M+1.85%
Q4 2022212.0K$12M+1.81%
Q3 2022174.7K$11M+1.68%
Q2 2022161.3K$9M+1.34%
Q1 2022140.9K$10M+1.20%
Q4 2021131.6K$9M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vancity Investment Management Ltd’s full portfolio or all institutional holders of BRO.