DZ Bank’s Brown & Brown BRO Stock Holding History

DZ Bank’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 Q1	–	Sell	-1	Closed	-$69	–	1010
2025 Q4	$69	Buy	+1	New	+$83	﹤0.01%	968
2017 Q3	–	Sell	-17,926	Closed	-$386K	–	858
2017 Q2	$386K	Hold	17,926	–	–	﹤0.01%	667
2017 Q1	$373K	Hold	17,926	–	–	﹤0.01%	678
2016 Q4	$402K	Buy	+17,926	New	+$364K	﹤0.01%	656

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

DZ Bank's BRO Position: Q1 2026 in Review

DZ Bank sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 1 share — an estimated $69 sold.

DZ Bank first reported a position in BRO in Q4 2016 and held it in 4 quarters. The position peaked at $402K in Q4 2016. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

DZ Bank reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
DZ Bank sold 1 Brown & Brown share in Q1 2026, an estimated $69.
DZ Bank first reported a position in Brown & Brown in Q4 2016 and held it in 4 quarters.
DZ Bank's Brown & Brown position peaked at $402K in Q4 2016.
816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.