BOTPPF
BRO icon

Board of the Pension Protection Fund’s Brown & Brown BRO Stock Holding History

Board of the Pension Protection Fund’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 		– Sell
-400
Closed -$26.1K – 126
2026
Q1 		$26.1K Sell
400
-100
-20% -$7.21K 0.02% 137
2025
Q4 		$39.9K Buy
+500
New +$41.7K 0.04% 137
2025
Q3 		– Sell
-8,300
Closed -$920K – 155
2025
Q2 		$920K Buy
8,300
+1,500
+22% +$169K 0.99% 52
2025
Q1 		$846K Buy
6,800
+5,800
+580% +$648K 0.97% 36
2024
Q4 		$102K Buy
+1,000
New +$107K 0.12% 124

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 $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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Board of the Pension Protection Fund's BRO Position: Q2 2026 in Review

Board of the Pension Protection Fund sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 400 shares — an estimated $26.1K sold.

Board of the Pension Protection Fund first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $920K in Q2 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Board of the Pension Protection Fund reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Board of the Pension Protection Fund sold 400 Brown & Brown shares in Q2 2026, an estimated $26.1K.
  • Board of the Pension Protection Fund first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • Board of the Pension Protection Fund's Brown & Brown position peaked at $920K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2026, filed 7 Aug 2026.