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J. Safra Asset Management’s Brown & Brown BRO Stock Holding History

J. Safra Asset 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 		$12.2K Buy
190
+90
+90% +$5.49K ﹤0.01% 381
2026
Q1 		$6.52K Sell
100
-70
-41% -$5.05K ﹤0.01% 425
2025
Q4 		$13.5K Buy
+170
New +$14.2K ﹤0.01% 343

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 $59.9B AUM 27.01% 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

J. Safra Asset Management's BRO Position: Q2 2026 in Review

J. Safra Asset Management increased its Brown & Brown (BRO) stake by 90% in Q2 2026, buying an estimated $5.49K and bringing the position to 190 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

J. Safra Asset Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • J. Safra Asset Management held 190 shares of Brown & Brown worth $12.2K as of Q2 2026.
  • J. Safra Asset Management bought 90 Brown & Brown shares in Q2 2026, an estimated $5.49K.
  • Brown & Brown made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #381 holding.
  • J. Safra Asset Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Brown & Brown position peaked at $13.5K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.