AlphaGrep UK
BRO icon

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
Q3 		$232K Buy
+3,802
New +$261K 0.07% 627
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

AlphaGrep UK's BRO Position: Q3 2026 in Review

AlphaGrep UK opened a new position in Brown & Brown (BRO) in Q3 2026: 3,802 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #627 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in BRO as recently as Q1 2026.

AlphaGrep UK first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • AlphaGrep UK held 3,802 shares of Brown & Brown worth $232K as of Q3 2026.
  • Brown & Brown was a new AlphaGrep UK position in Q3 2026.
  • Brown & Brown made up 0.07% of AlphaGrep UK's portfolio in Q3 2026, its #627 holding.
  • AlphaGrep UK first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Brown & Brown position peaked at $612K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.