Itau Unibanco Holding S.A.’s Brown & Brown BRO Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q4	–	Sell	-103	Closed	-$9.66K	–	361
2025 Q3	$9.66K	Sell	103 -3	-3%	-$292	﹤0.01%	352
2025 Q2	$11.8K	Sell	106 -16	-13%	-$1.8K	﹤0.01%	339
2025 Q1	$15K	Sell	122 -13	-10%	-$1.45K	﹤0.01%	351
2024 Q4	$13.8K	Buy	+135	New	+$14.4K	﹤0.01%	335
2020 Q2	–	Sell	-1,776	Closed	-$64K	–	176
2020 Q1	$64K	Buy	1,776 +78	+5%	+$3.3K	0.01%	196
2019 Q4	$67K	Buy	+1,698	New	+$63.8K	﹤0.01%	632
2019 Q3	–	Sell	-13,870	Closed	-$465K	–	351
2019 Q2	$465K	Buy	13,870 +10,363	+295%	+$329K	0.02%	312
2019 Q1	$95K	Hold	3,507	–	–	﹤0.01%	398
2018 Q4	$95K	Buy	+3,507	New	+$99.2K	﹤0.01%	398
2018 Q3	–	Sell	-5,193	Closed	-$144K	–	615
2018 Q2	$144K	Buy	+5,193	New	+$141K	0.02%	425

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Itau Unibanco Holding S.A.'s BRO Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of Brown & Brown (BRO) in Q4 2025, closing a stake of 103 shares — an estimated $9.66K sold.

Itau Unibanco Holding S.A. first reported a position in BRO in Q2 2018 and held it in 10 quarters. The position peaked at $465K in Q2 2019. 889 funds tracked by Wall St. Rank hold BRO as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining Brown & Brown position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 103 Brown & Brown shares in Q4 2025, an estimated $9.66K.
Itau Unibanco Holding S.A. first reported a position in Brown & Brown in Q2 2018 and held it in 10 quarters.
Itau Unibanco Holding S.A.'s Brown & Brown position peaked at $465K in Q2 2019.
889 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.