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 $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 $3.37T AUM 44.26% 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

Barclays's BRO Position: Q2 2026 in Review

Barclays reduced its Brown & Brown (BRO) stake by 79% in Q2 2026, selling an estimated $177M and leaving 770,928 shares worth $49.5M. The position accounts for 0.01% of the portfolio, ranked #739.

Barclays first reported a position in BRO in Q2 2013 and has held it in 53 quarters since. The position peaked at $331M in Q2 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Barclays held 770,928 shares of Brown & Brown worth $49.5M as of Q2 2026.
  • Barclays sold 2,908,842 Brown & Brown shares in Q2 2026, an estimated $177M.
  • Brown & Brown made up 0.01% of Barclays's portfolio in Q2 2026, its #739 holding.
  • Barclays first reported a position in Brown & Brown in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Brown & Brown position peaked at $331M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.