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B. Metzler seel. Sohn & Co’s Brown & Brown BRO Stock Holding History

B. Metzler seel. Sohn & Co’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 		$796K Buy
12,403
+773
+7% +$47.2K 0.01% 606
2026
Q1 		$758K Sell
11,630
-8
-0.1% -$577 0.01% 583
2025
Q4 		$928K Buy
11,638
+760
+7% +$63.4K 0.01% 556
2025
Q3 		$1.02M Buy
10,878
+1,227
+13% +$120K 0.01% 534
2025
Q2 		$1.07M Buy
9,651
+3,529
+58% +$397K 0.01% 526
2025
Q1 		$762K Sell
6,122
-112
-2% -$12.5K 0.01% 576
2024
Q4 		$636K Hold
6,234
– – 0.01% 617
2024
Q3 		$646K Hold
6,234
– – 0.01% 611
2024
Q2 		$557K Buy
6,234
+241
+4% +$20.9K 0.01% 624
2024
Q1 		$525K Hold
5,993
– – 0.01% 614
2023
Q4 		$426K Buy
5,993
+1,189
+25% +$85K 0.01% 627
2023
Q3 		$336K Hold
4,804
– – 0.01% 629
2023
Q2 		$331K Hold
4,804
– – ﹤0.01% 634
2023
Q1 		$276K Hold
4,804
– – ﹤0.01% 645
2022
Q4 		$274K Sell
4,804
-2,553
-35% -$149K ﹤0.01% 644
2022
Q3 		$445K Buy
7,357
+1,553
+27% +$97.7K 0.01% 558
2022
Q2 		$339K Hold
5,804
– – 0.01% 622
2022
Q1 		$419K Buy
5,804
+500
+9% +$33.5K 0.01% 635
2021
Q4 		$370K Buy
+5,304
New +$342K ﹤0.01% 616
2021
Q3 		– Sell
-4,494
Closed -$239K – 702
2021
Q2 		$239K Buy
+4,494
New +$231K ﹤0.01% 658

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

B. Metzler seel. Sohn & Co's BRO Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Brown & Brown (BRO) stake by 6.6% in Q2 2026, buying an estimated $47.2K and bringing the position to 12,403 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #606.

B. Metzler seel. Sohn & Co first reported a position in BRO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 12,403 shares of Brown & Brown worth $796K as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 773 Brown & Brown shares in Q2 2026, an estimated $47.2K.
  • Brown & Brown made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #606 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Brown & Brown in Q2 2021 and has held it in 20 quarters since.
  • B. Metzler seel. Sohn & Co's Brown & Brown position peaked at $1.07M in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.