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
2026 Q2	$506K	Buy	+7,884	New	+$481K	0.01%	537
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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 Sarasin Holding's BRO Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Brown & Brown (BRO) in Q2 2026: 7,884 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in BRO as recently as Q2 2025.

J. Safra Sarasin Holding first reported a position in BRO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.92M in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

J. Safra Sarasin Holding held 7,884 shares of Brown & Brown worth $506K as of Q2 2026.
Brown & Brown was a new J. Safra Sarasin Holding position in Q2 2026.
Brown & Brown made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #537 holding.
J. Safra Sarasin Holding first reported a position in Brown & Brown in Q2 2024 and has held it in 5 quarters since.
J. Safra Sarasin Holding's Brown & Brown position peaked at $2.92M in Q3 2024.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.