DJSG
BRO icon

D.J. St. Germain’s Brown & Brown BRO Stock Holding History

D.J. St. Germain’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 		$12.8K Hold
200
– – ﹤0.01% 654
2026
Q1 		$13K Hold
200
– – ﹤0.01% 632
2025
Q4 		$15.9K Hold
200
– – ﹤0.01% 601
2025
Q3 		$18.8K Sell
200
-67
-25% -$6.53K ﹤0.01% 586
2025
Q2 		$29.6K Buy
267
+200
+299% +$22.5K ﹤0.01% 529
2025
Q1 		$8.34K Sell
67
-200
-75% -$22.3K ﹤0.01% 580
2024
Q4 		$27.2K Hold
267
– – ﹤0.01% 487
2024
Q3 		$27.7K Buy
267
+200
+299% +$19.9K ﹤0.01% 442
2024
Q2 		$5.99K Buy
+67
New +$5.82K ﹤0.01% 600

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

D.J. St. Germain's BRO Position: Q2 2026 in Review

D.J. St. Germain held its Brown & Brown (BRO) position steady in Q2 2026 at 200 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

D.J. St. Germain first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.6K in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • D.J. St. Germain held 200 shares of Brown & Brown worth $12.8K as of Q2 2026.
  • D.J. St. Germain left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #654 holding.
  • D.J. St. Germain first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
  • D.J. St. Germain's Brown & Brown position peaked at $29.6K in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.