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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
Q2 		$424K Buy
6,614
+81
+1% +$4.94K ﹤0.01% 1392
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 $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

Equitable Holdings's BRO Position: Q2 2026 in Review

Equitable Holdings increased its Brown & Brown (BRO) stake by 1.2% in Q2 2026, buying an estimated $4.94K and bringing the position to 6,614 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Equitable Holdings first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $513K in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Equitable Holdings held 6,614 shares of Brown & Brown worth $424K as of Q2 2026.
  • Equitable Holdings bought 81 Brown & Brown shares in Q2 2026, an estimated $4.94K.
  • Brown & Brown made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1392 holding.
  • Equitable Holdings first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Equitable Holdings's Brown & Brown position peaked at $513K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.