Edmond de Rothschild Holding’s Brown & Brown BRO Stock Holding History

Edmond de Rothschild Holding’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	-369	Closed	-$29.4K	–	551
2025 Q4	$29.4K	Sell	369 -1,849	-83%	-$154K	﹤0.01%	492
2025 Q3	$208K	Buy	2,218 +369	+20%	+$36K	﹤0.01%	388
2025 Q2	$205K	Hold	1,849	–	–	﹤0.01%	377
2025 Q1	$230K	Sell	1,849 -1,821	-50%	-$203K	﹤0.01%	378
2024 Q4	$374K	Sell	3,670 -1,070	-23%	-$114K	0.01%	355
2024 Q3	$491K	Hold	4,740	–	–	0.01%	338
2024 Q2	$424K	Hold	4,740	–	–	0.01%	359
2024 Q1	$415K	Hold	4,740	–	–	0.01%	378
2023 Q4	$337K	Buy	+4,740	New	+$339K	0.01%	390

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

Edmond de Rothschild Holding's BRO Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 369 shares — an estimated $29.4K sold.

Edmond de Rothschild Holding first reported a position in BRO in Q4 2023 and held it in 9 quarters. The position peaked at $491K in Q3 2024. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Edmond de Rothschild Holding reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 369 Brown & Brown shares in Q1 2026, an estimated $29.4K.
Edmond de Rothschild Holding first reported a position in Brown & Brown in Q4 2023 and held it in 9 quarters.
Edmond de Rothschild Holding's Brown & Brown position peaked at $491K in Q3 2024.
816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.