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ClearAlpha Technologies’s Brown & Brown BRO Stock Holding History

ClearAlpha Technologies’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 		$227K Buy
+3,537
New +$216K 0.39% 70
2026
Q1 		– Sell
-3,608
Closed -$288K – 83
2025
Q4 		$288K Buy
+3,608
New +$301K 0.82% 42

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

ClearAlpha Technologies's BRO Position: Q2 2026 in Review

ClearAlpha Technologies opened a new position in Brown & Brown (BRO) in Q2 2026: 3,537 shares worth $227K. The stake represents 0.39% of the portfolio and ranks #70 among its holdings. This is a return to the name: ClearAlpha Technologies previously reported a position in BRO as recently as Q4 2025.

ClearAlpha Technologies first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $288K in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • ClearAlpha Technologies held 3,537 shares of Brown & Brown worth $227K as of Q2 2026.
  • Brown & Brown was a new ClearAlpha Technologies position in Q2 2026.
  • Brown & Brown made up 0.39% of ClearAlpha Technologies's portfolio in Q2 2026, its #70 holding.
  • ClearAlpha Technologies first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • ClearAlpha Technologies's Brown & Brown position peaked at $288K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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