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Livermore
Livermore
ZHEN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q4 2025 holdings

Shares (Q4 2025)
55,575
Value
$4.43M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BRO by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202555,575$4.43M<0.1%−6,078−9.9%ReducedHolders
Q3 202561,653$5.78M<0.1%−1,359,536−95.7%ReducedHolders
Q2 20251,421,189$157.6M0.3%+15,760+1.1%AddedHolders
Q1 20251,405,429$158.0M0.3%+14,427+1.0%AddedHolders
Q4 20241,391,002$142.6M0.3%−21,676−1.5%ReducedHolders
Q3 20241,412,678$146.4M0.3%−3,085−0.2%ReducedHolders
Q2 20241,415,763$128.2M0.2%+23,297+1.7%AddedHolders
Q1 20241,392,466$120.2M0.2%−3,747−0.3%ReducedHolders
Q4 20231,396,213$99.3M0.2%−12,917−0.9%ReducedHolders
Q3 20231,409,130$98.4M0.2%−84,794−5.7%ReducedHolders
Q2 20231,493,924$102.8M0.2%+56,052+3.9%AddedHolders
Q1 20231,437,872$82.6M0.2%−41,717−2.8%ReducedHolders
Q4 20221,479,589$2.47M<0.1%−832,179−36.0%ReducedHolders
Q3 20222,311,768$139.8M0.4%−66,230−2.8%ReducedHolders
Q2 20222,377,998$138.7M0.4%−182,226−7.1%ReducedHolders
Q1 20222,560,224$185.0M0.4%+966,166+60.6%AddedHolders
Q4 20211,594,058$112.0M0.2%−5980.0%ReducedHolders
Q3 20211,594,656$88.4M0.2%+33,506+2.1%AddedHolders
Q2 20211,561,150$83.0M0.2%+937,118+150.2%AddedHolders
Q1 2021624,032$28.5M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.