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Jeff Yass’s Brown & Brown BRO Stock Holding History

Jeff Yass’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 		$3.77M Sell
58,700
-26,700
-31% -$1.63M ﹤0.01% 5170
2026
Q1 		$5.57M Buy
85,400
+52,800
+162% +$3.81M ﹤0.01% 4045
2025
Q4 		$2.6M Sell
32,600
-14,300
-30% -$1.19M ﹤0.01% 5136
2025
Q3 		$4.4M Sell
46,900
-45,100
-49% -$4.4M ﹤0.01% 4283
2025
Q2 		$10.2M Buy
92,000
+24,200
+36% +$2.72M ﹤0.01% 2803
2025
Q1 		$8.43M Buy
+67,800
New +$7.58M ﹤0.01% 2759
2024
Q4 		– Sell
-2,100
Closed -$218K – 12221
2024
Q3 		$218K Buy
+2,100
New +$209K ﹤0.01% 10296
2024
Q2 		– Sell
-11,100
Closed -$972K – 12075
2024
Q1 		$972K Sell
11,100
-1,900
-15% -$153K ﹤0.01% 6984
2023
Q4 		$924K Buy
13,000
+6,800
+110% +$486K ﹤0.01% 7175
2023
Q3 		$433K Buy
+6,200
New +$442K ﹤0.01% 8568
2023
Q2 		– Sell
-3,600
Closed -$207K – 12101
2023
Q1 		$207K Buy
+3,600
New +$207K ﹤0.01% 10527
2022
Q3 		– Sell
-4,800
Closed -$280K – 13194
2022
Q2 		$280K Sell
4,800
-17,400
-78% -$1.07M ﹤0.01% 9752
2022
Q1 		$1.6M Buy
+22,200
New +$1.49M ﹤0.01% 5974
2021
Q2 		– Sell
-8,400
Closed -$384K – 12570
2021
Q1 		$384K Buy
+8,400
New +$386K ﹤0.01% 10073
2020
Q4 		– Sell
-23,700
Closed -$1.07M – 11024
2020
Q3 		$1.07M Sell
23,700
-1,200
-5% -$53.5K ﹤0.01% 5942
2020
Q2 		$1.01M Buy
24,900
+14,500
+139% +$559K ﹤0.01% 5883
2020
Q1 		$377K Buy
+10,400
New +$440K ﹤0.01% 7534
2018
Q2 		– Sell
-39,800
Closed -$1.01M – 9618
2018
Q1 		$1.01M Buy
+39,800
New +$1.04M ﹤0.01% 5219

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

Jeff Yass's BRO Position: Q2 2026 in Review

Jeff Yass reduced its Brown & Brown (BRO) stake by 98% in Q2 2026, selling an estimated $52.1M and leaving 19,467 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #7626.

Jeff Yass first reported a position in BRO in Q2 2013 and has held it in 49 quarters since. The position peaked at $57M in Q1 2026. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Jeff Yass held 19,467 shares of Brown & Brown worth $1.25M as of Q2 2026.
  • Jeff Yass sold 853,873 Brown & Brown shares in Q2 2026, an estimated $52.1M.
  • Brown & Brown made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7626 holding.
  • Jeff Yass first reported a position in Brown & Brown in Q2 2013 and has held it in 49 quarters since.
  • Jeff Yass's Brown & Brown position peaked at $57M in Q1 2026.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.