JP Morgan Chase’s Brown & Brown BRO Stock Holding History

JP Morgan Chase’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	-100	Closed	-$11.1K	–	7406
2025 Q2	$11.1K	Buy	+100	New	+$11.2K	﹤0.01%	6294

Other funds holding BRO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

JP Morgan Chase's BRO Position: Q1 2026 in Review

JP Morgan Chase increased its Brown & Brown (BRO) stake by 29% in Q1 2026, buying an estimated $51.5M and bringing the position to 3,137,024 shares worth $205M. The position accounts for 0.01% of the portfolio, ranked #689.

JP Morgan Chase first reported a position in BRO in Q2 2013 and has held it in 52 quarters since. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

JP Morgan Chase held 3,137,024 shares of Brown & Brown worth $205M as of Q1 2026.
JP Morgan Chase bought 714,054 Brown & Brown shares in Q1 2026, an estimated $51.5M.
Brown & Brown made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #689 holding.
JP Morgan Chase first reported a position in Brown & Brown in Q2 2013 and has held it in 52 quarters since.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.