AlphaGrep UK’s Brown & Brown BRO Stock Holding History

AlphaGrep UK’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	–	Sell	-5,832	Closed	-$380K	–	756
2026 Q1	$380K	Sell	5,832 -1,851	-24%	-$133K	0.11%	392
2025 Q4	$612K	Buy	+7,683	New	+$641K	0.2%	141

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

AlphaGrep UK's BRO Position: Q2 2026 in Review

AlphaGrep UK sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5,832 shares — an estimated $380K sold.

AlphaGrep UK first reported a position in BRO in Q4 2025 and held it in 2 quarters. The position peaked at $612K in Q4 2025. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

AlphaGrep UK reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 5,832 Brown & Brown shares in Q2 2026, an estimated $380K.
AlphaGrep UK first reported a position in Brown & Brown in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's Brown & Brown position peaked at $612K in Q4 2025.
761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.