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Citizens Financial Group’s Brown & Brown BRO Stock Holding History

Citizens Financial Group’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 		$471K Buy
+7,337
New +$448K 0.01% 682
2026
Q1 		– Sell
-3,388
Closed -$270K – 857
2025
Q4 		$270K Buy
3,388
+507
+18% +$42.3K ﹤0.01% 698
2025
Q3 		$270K Buy
+2,881
New +$281K ﹤0.01% 675
2020
Q3 		– Sell
-1,032
Closed -$42K – 339
2020
Q2 		$42K Hold
1,032
– – ﹤0.01% 499
2020
Q1 		$37K Hold
1,032
– – ﹤0.01% 479
2019
Q4 		$41K Buy
+1,032
New +$38.8K ﹤0.01% 473

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

Citizens Financial Group's BRO Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Brown & Brown (BRO) in Q2 2026: 7,337 shares worth $471K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in BRO as recently as Q4 2025.

Citizens Financial Group first reported a position in BRO in Q4 2019 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Citizens Financial Group held 7,337 shares of Brown & Brown worth $471K as of Q2 2026.
  • Brown & Brown was a new Citizens Financial Group position in Q2 2026.
  • Brown & Brown made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #682 holding.
  • Citizens Financial Group first reported a position in Brown & Brown in Q4 2019 and has held it in 6 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.