Ellevest Inc
BRO icon

Ellevest Inc’s Brown & Brown BRO Stock Holding History

Ellevest Inc’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
Q3 		$237K Buy
+3,889
New +$267K 0.03% 397
2020
Q4 		– Sell
-5,237
Closed -$237K – 1197
2020
Q3 		$237K Hold
5,237
– – 0.04% 116
2020
Q2 		$213K Hold
5,237
– – 0.05% 109
2020
Q1 		$190K Buy
+5,237
New +$221K 0.05% 96

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ellevest Inc's BRO Position: Q3 2026 in Review

Ellevest Inc opened a new position in Brown & Brown (BRO) in Q3 2026: 3,889 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in BRO as recently as Q3 2020.

Ellevest Inc first reported a position in BRO in Q1 2020 and has held it in 4 quarters since. The position peaked at $237K in Q3 2020. 488 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Ellevest Inc held 3,889 shares of Brown & Brown worth $237K as of Q3 2026.
  • Brown & Brown was a new Ellevest Inc position in Q3 2026.
  • Brown & Brown made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #397 holding.
  • Ellevest Inc first reported a position in Brown & Brown in Q1 2020 and has held it in 4 quarters since.
  • Ellevest Inc's Brown & Brown position peaked at $237K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.