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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

B. Metzler seel. Sohn & Co's BRO Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Brown & Brown (BRO) stake by 0.07% in Q1 2026, selling an estimated $577 and leaving 11,630 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #583.

B. Metzler seel. Sohn & Co first reported a position in BRO in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

B. Metzler seel. Sohn & Co held 11,630 shares of Brown & Brown worth $758K as of Q1 2026.
B. Metzler seel. Sohn & Co sold 8 Brown & Brown shares in Q1 2026, an estimated $577.
Brown & Brown made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #583 holding.
B. Metzler seel. Sohn & Co first reported a position in Brown & Brown in Q2 2021 and has held it in 19 quarters since.
B. Metzler seel. Sohn & Co's Brown & Brown position peaked at $1.07M in Q2 2025.
812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.