Ameritas Investment Partners’s Brown & Brown BRO Stock Holding History

Ameritas Investment Partners’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	$1.45M	Buy	22,591 +792	+4%	+$48.3K	0.04%	508
2026 Q1	$1.42M	Buy	21,799 +4,096	+23%	+$295K	0.04%	475
2025 Q4	$1.41M	Sell	17,703 -415	-2%	-$34.6K	0.04%	471
2025 Q3	$1.7M	Buy	18,118 +1,406	+8%	+$137K	0.05%	389
2025 Q2	$1.85M	Sell	16,712 -358	-2%	-$40.2K	0.06%	366
2025 Q1	$2.12M	Sell	17,070 -2,494	-13%	-$279K	0.07%	299
2024 Q4	$2M	Sell	19,564 -1,352	-6%	-$144K	0.06%	327
2024 Q3	$2.17M	Buy	20,916 +105	+0.5%	+$10.4K	0.07%	304
2024 Q2	$1.86M	Buy	20,811 +8,986	+76%	+$780K	0.06%	329
2024 Q1	$1.04M	Hold	11,825	–	–	0.04%	617
2023 Q4	$841K	Sell	11,825 -5,160	-30%	-$369K	0.03%	668
2023 Q3	$1.19M	Hold	16,985	–	–	0.05%	497
2023 Q2	$1.17M	Sell	16,985 -6,300	-27%	-$401K	0.04%	521
2023 Q1	$1.34M	Hold	23,285	–	–	0.05%	461
2022 Q4	$1.34M	Hold	23,285	–	–	0.05%	472
2022 Q3	$1.41M	Sell	23,285 -263	-1%	-$16.5K	0.06%	373
2022 Q2	$1.37M	Hold	23,548	–	–	0.06%	413
2022 Q1	$1.7M	Hold	23,548	–	–	0.06%	379
2021 Q4	$1.65M	Sell	23,548 -5,445	-19%	-$351K	0.06%	417
2021 Q3	$1.61M	Sell	28,993 -60,082	-67%	-$3.35M	0.06%	393
2021 Q2	$4.73M	Sell	89,075 -1,043	-1%	-$53.6K	0.17%	89
2021 Q1	$4.16M	Sell	90,118 -968	-1%	-$44.4K	0.16%	92
2020 Q4	$4.32M	Sell	91,086 -6,548	-7%	-$301K	0.2%	82
2020 Q3	$4.42M	Sell	97,634 -1,565	-2%	-$69.8K	0.2%	76
2020 Q2	$4.04M	Buy	99,199 +2,510	+3%	+$96.8K	0.19%	77
2020 Q1	$3.5M	Buy	96,689 +3,800	+4%	+$161K	0.2%	74
2019 Q4	$3.67M	Sell	92,889 -5,098	-5%	-$191K	0.16%	95
2019 Q3	$3.53M	Sell	97,987 -1,943	-2%	-$69.5K	0.16%	102
2019 Q2	$3.35M	Hold	99,930	–	–	0.15%	114
2019 Q1	$2.95M	Sell	99,930 -1,271	-1%	-$36.3K	0.14%	133
2018 Q4	$2.79M	Buy	101,201 +33,125	+49%	+$937K	0.15%	124
2018 Q3	$2.01M	Hold	68,076	–	–	0.09%	245
2018 Q2	$1.89M	Hold	68,076	–	–	0.09%	255
2018 Q1	$1.73M	Sell	68,076 -1,522	-2%	-$39.8K	0.08%	295
2017 Q4	$1.79M	Buy	69,598 +758	+1%	+$19K	0.08%	288
2017 Q3	$1.55M	Hold	68,840	–	–	0.07%	340
2017 Q2	$1.48M	Buy	68,840 +1,164	+2%	+$25K	0.07%	352
2017 Q1	$1.41M	Sell	67,676 -9,822	-13%	-$212K	0.07%	364
2016 Q4	$1.74M	Hold	77,498	–	–	0.09%	280
2016 Q3	$1.46M	Buy	77,498 +40,746	+111%	+$754K	0.08%	317
2016 Q2	$689K	Buy	36,752 +1,906	+5%	+$33.9K	0.04%	454
2016 Q1	$624K	Sell	34,846 -472	-1%	-$7.58K	0.04%	475
2015 Q4	$567K	Buy	35,318 +682	+2%	+$10.9K	0.04%	485
2015 Q3	$536K	Hold	34,636	–	–	0.04%	505
2015 Q2	$569K	Sell	34,636 -748	-2%	-$12.2K	0.04%	526
2015 Q1	$586K	Buy	35,384 +722	+2%	+$11.7K	0.04%	522
2014 Q4	$570K	Sell	34,662 -746	-2%	-$12K	0.04%	525
2014 Q3	$569K	Hold	35,408	–	–	0.04%	507
2014 Q2	$544K	Sell	35,408 -990	-3%	-$14.9K	0.04%	545
2014 Q1	$560K	Sell	36,398 -1,268	-3%	-$19.5K	0.04%	519
2013 Q4	$591K	Hold	37,666	–	–	0.05%	501
2013 Q3	$605K	Buy	+37,666	New	+$615K	0.06%	439

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameritas Investment Partners's BRO Position: Q2 2026 in Review

Ameritas Investment Partners increased its Brown & Brown (BRO) stake by 3.6% in Q2 2026, buying an estimated $48.3K and bringing the position to 22,591 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #508.

Ameritas Investment Partners first reported a position in BRO in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.73M in Q2 2021. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Ameritas Investment Partners held 22,591 shares of Brown & Brown worth $1.45M as of Q2 2026.
Ameritas Investment Partners bought 792 Brown & Brown shares in Q2 2026, an estimated $48.3K.
Brown & Brown made up 0.04% of Ameritas Investment Partners's portfolio in Q2 2026, its #508 holding.
Ameritas Investment Partners first reported a position in Brown & Brown in Q3 2013 and has held it in 52 quarters since.
Ameritas Investment Partners's Brown & Brown position peaked at $4.73M in Q2 2021.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.