EH
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Equitable Holdings’s Brown & Brown BRO Stock Holding History

Equitable Holdings’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 		$513K Buy
6,533
+2,350
+56% +$169K ﹤0.01% 1245
2025
Q4 		$333K Buy
4,183
+610
+17% +$50.9K ﹤0.01% 1269
2025
Q3 		$335K Buy
3,573
+1,008
+39% +$98.2K ﹤0.01% 1214
2025
Q2 		$284K Buy
+2,565
New +$288K ﹤0.01% 1215

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Equitable Holdings's BRO Position: Q1 2026 in Review

Equitable Holdings increased its Brown & Brown (BRO) stake by 56% in Q1 2026, buying an estimated $169K and bringing the position to 6,533 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Equitable Holdings first reported a position in BRO in Q2 2025 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Equitable Holdings held 6,533 shares of Brown & Brown worth $513K as of Q1 2026.
  • Equitable Holdings bought 2,350 Brown & Brown shares in Q1 2026, an estimated $169K.
  • Brown & Brown made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1245 holding.
  • Equitable Holdings first reported a position in Brown & Brown in Q2 2025 and has held it in 4 quarters since.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.