Bank Julius Baer & Co
BRO icon

Bank Julius Baer & Co’s Brown & Brown BRO Stock Holding History

Bank Julius Baer & 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 		– Sell
-304
Closed -$24.2K – 680
2025
Q4 		$24.2K Sell
304
-30,715
-99% -$2.56M ﹤0.01% 609
2025
Q3 		$2.91M Sell
31,019
-8,867
-22% -$864K 0.01% 289
2025
Q2 		$4.42M Sell
39,886
-9,223
-19% -$1.04M 0.01% 255
2025
Q1 		$6.04M Buy
+49,109
New +$5.49M 0.02% 234

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank Julius Baer & Co's BRO Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 304 shares — an estimated $24.2K sold.

Bank Julius Baer & Co first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $6.04M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 304 Brown & Brown shares in Q1 2026, an estimated $24.2K.
  • Bank Julius Baer & Co first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • Bank Julius Baer & Co's Brown & Brown position peaked at $6.04M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.