Barclays
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Barclays’s Brown & Brown BRO Stock Holding History

Barclays’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
2025
Q4 		– Sell
-100
Closed -$9.38K – 5271
2025
Q3 		$9.38K Buy
+100
New +$9.75K ﹤0.01% 5024
2014
Q4 		– Sell
-4,800
Closed -$77K – 7275
2014
Q3 		$77K Hold
4,800
– – ﹤0.01% 5542
2014
Q2 		$72K Buy
+4,800
New +$72.1K ﹤0.01% 5675

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Barclays's BRO Position: Q1 2026 in Review

Barclays increased its Brown & Brown (BRO) stake by 8.3% in Q1 2026, buying an estimated $20.3M and bringing the position to 3,679,770 shares worth $240M. The position accounts for 0.06% of the portfolio, ranked #249.

Barclays first reported a position in BRO in Q2 2013 and has held it in 52 quarters since. The position peaked at $331M in Q2 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Barclays held 3,679,770 shares of Brown & Brown worth $240M as of Q1 2026.
  • Barclays bought 281,779 Brown & Brown shares in Q1 2026, an estimated $20.3M.
  • Brown & Brown made up 0.06% of Barclays's portfolio in Q1 2026, its #249 holding.
  • Barclays first reported a position in Brown & Brown in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Brown & Brown position peaked at $331M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.