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iSAM Funds (UK)’s Brown & Brown BRO Stock Holding History

iSAM Funds (UK)’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 		$1.21M Buy
18,900
+4,374
+30% +$267K 0.86% 25
2026
Q1 		$947K Buy
+14,526
New +$1.05M 0.47% 67
2025
Q3 		– Sell
-44,775
Closed -$4.96M – 628
2025
Q2 		$4.96M Buy
+44,775
New +$5.03M 1.09% 1
2024
Q3 		– Sell
-6,512
Closed -$582K – 303
2024
Q2 		$582K Buy
+6,512
New +$565K 0.44% 87
2023
Q4 		– Sell
-14,083
Closed -$984K – 220
2023
Q3 		$984K Buy
14,083
+5,337
+61% +$381K 0.62% 54
2023
Q2 		$602K Buy
+8,746
New +$556K 0.54% 68

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

iSAM Funds (UK)'s BRO Position: Q2 2026 in Review

iSAM Funds (UK) increased its Brown & Brown (BRO) stake by 30% in Q2 2026, buying an estimated $267K and bringing the position to 18,900 shares worth $1.21M. The position accounts for 0.86% of the portfolio, ranked #25.

iSAM Funds (UK) first reported a position in BRO in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.96M in Q2 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • iSAM Funds (UK) held 18,900 shares of Brown & Brown worth $1.21M as of Q2 2026.
  • iSAM Funds (UK) bought 4,374 Brown & Brown shares in Q2 2026, an estimated $267K.
  • Brown & Brown made up 0.86% of iSAM Funds (UK)'s portfolio in Q2 2026, its #25 holding.
  • iSAM Funds (UK) first reported a position in Brown & Brown in Q2 2023 and has held it in 6 quarters since.
  • iSAM Funds (UK)'s Brown & Brown position peaked at $4.96M in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.