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Generali Investments Management’s Brown & Brown BRO Stock Holding History

Generali Investments Management’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 		$69.5K Buy
1,084
+542
+100% +$33.1K 0.02% 160
2026
Q1 		$35.3K Hold
542
– – 0.01% 161
2025
Q4 		$43.2K Hold
542
– – 0.01% 162
2025
Q3 		$50.8K Hold
542
– – 0.01% 169
2025
Q2 		$60K Buy
+542
New +$60.9K 0.01% 154

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 $3.38T AUM 44.17% 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

Generali Investments Management's BRO Position: Q2 2026 in Review

Generali Investments Management increased its Brown & Brown (BRO) stake by 100% in Q2 2026, buying an estimated $33.1K and bringing the position to 1,084 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #160.

Generali Investments Management first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Generali Investments Management held 1,084 shares of Brown & Brown worth $69.5K as of Q2 2026.
  • Generali Investments Management bought 542 Brown & Brown shares in Q2 2026, an estimated $33.1K.
  • Brown & Brown made up 0.02% of Generali Investments Management's portfolio in Q2 2026, its #160 holding.
  • Generali Investments Management first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.