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Delta Global Management’s Brown & Brown BRO Stock Holding History

Delta Global Management’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 		$1.85M Sell
28,825
-2,010
-7% -$123K 0.2% 93
2026
Q1 		$2.01M Buy
30,835
+4,607
+18% +$332K 0.16% 105
2025
Q4 		$2.09M Buy
26,228
+200
+0.8% +$16.7K 0.15% 119
2025
Q3 		$2.44M Buy
+26,028
New +$2.54M 0.18% 109

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

Delta Global Management's BRO Position: Q2 2026 in Review

Delta Global Management reduced its Brown & Brown (BRO) stake by 6.5% in Q2 2026, selling an estimated $123K and leaving 28,825 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #93.

Delta Global Management first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.44M in Q3 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Delta Global Management held 28,825 shares of Brown & Brown worth $1.85M as of Q2 2026.
  • Delta Global Management sold 2,010 Brown & Brown shares in Q2 2026, an estimated $123K.
  • Brown & Brown made up 0.2% of Delta Global Management's portfolio in Q2 2026, its #93 holding.
  • Delta Global Management first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • Delta Global Management's Brown & Brown position peaked at $2.44M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.