J. Safra Sarasin Holding’s Brown & Brown BRO Stock Holding History

J. Safra Sarasin 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
2025 Q3	–	Sell	-2,792	Closed	-$310K	–	486
2025 Q2	$310K	Sell	2,792 -19,941	-88%	-$2.24M	0.01%	420
2025 Q1	$2.83M	Buy	+22,733	New	+$2.54M	0.05%	180
2024 Q4	–	Sell	-28,231	Closed	-$2.92M	–	471
2024 Q3	$2.92M	Sell	28,231 -884	-3%	-$87.9K	0.05%	178
2024 Q2	$2.6M	Buy	+29,115	New	+$2.53M	0.05%	197

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J. Safra Sarasin Holding's BRO Position: Q3 2025 in Review

J. Safra Sarasin Holding sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 2,792 shares — an estimated $310K sold.

J. Safra Sarasin Holding first reported a position in BRO in Q2 2024 and held it in 4 quarters. The position peaked at $2.92M in Q3 2024. 895 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

J. Safra Sarasin Holding reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 2,792 Brown & Brown shares in Q3 2025, an estimated $310K.
J. Safra Sarasin Holding first reported a position in Brown & Brown in Q2 2024 and held it in 4 quarters.
J. Safra Sarasin Holding's Brown & Brown position peaked at $2.92M in Q3 2024.
895 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2025, filed 3 Nov 2025.