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GAM Holding’s Brown & Brown BRO Stock Holding History

GAM 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
Q2 		$472K Buy
+7,355
New +$449K 0.04% 207
2026
Q1 		– Sell
-26,110
Closed -$2.08M – 290
2025
Q4 		$2.08M Buy
26,110
+4,818
+23% +$402K 0.13% 151
2025
Q3 		$2M Buy
21,292
+9,517
+81% +$927K 0.12% 145
2025
Q2 		$1.31M Buy
11,775
+278
+2% +$31.2K 0.09% 164
2025
Q1 		$1.43M Buy
11,497
+1,468
+15% +$164K 0.11% 142
2024
Q4 		$1.02M Buy
+10,029
New +$1.07M 0.08% 158

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

GAM Holding's BRO Position: Q2 2026 in Review

GAM Holding opened a new position in Brown & Brown (BRO) in Q2 2026: 7,355 shares worth $472K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: GAM Holding previously reported a position in BRO as recently as Q4 2025.

GAM Holding first reported a position in BRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • GAM Holding held 7,355 shares of Brown & Brown worth $472K as of Q2 2026.
  • Brown & Brown was a new GAM Holding position in Q2 2026.
  • Brown & Brown made up 0.04% of GAM Holding's portfolio in Q2 2026, its #207 holding.
  • GAM Holding first reported a position in Brown & Brown in Q4 2024 and has held it in 6 quarters since.
  • GAM Holding's Brown & Brown position peaked at $2.08M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on GAM Holding's 13F filing for Q2 2026, filed 14 Aug 2026.