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Leonteq Securities AG’s Brown & Brown BRO Stock Holding History

Leonteq Securities AG’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 		$77K Sell
1,200
-4,666
-80% -$285K ﹤0.01% 731
2026
Q1 		$383K Sell
5,866
-1,334
-19% -$96.2K 0.01% 470
2025
Q4 		$574K Buy
7,200
+6,565
+1,034% +$548K 0.02% 433
2025
Q3 		$59.6K Buy
635
+291
+85% +$28.4K ﹤0.01% 855
2025
Q2 		$38.1K Buy
344
+285
+483% +$32K ﹤0.01% 897
2025
Q1 		$7.34K Sell
59
-80
-58% -$8.94K ﹤0.01% 1073
2024
Q4 		$14.2K Buy
+139
New +$14.8K ﹤0.01% 1013

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

Leonteq Securities AG's BRO Position: Q2 2026 in Review

Leonteq Securities AG reduced its Brown & Brown (BRO) stake by 80% in Q2 2026, selling an estimated $285K and leaving 1,200 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Leonteq Securities AG first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Leonteq Securities AG held 1,200 shares of Brown & Brown worth $77K as of Q2 2026.
  • Leonteq Securities AG sold 4,666 Brown & Brown shares in Q2 2026, an estimated $285K.
  • Brown & Brown made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #731 holding.
  • Leonteq Securities AG first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Leonteq Securities AG's Brown & Brown position peaked at $574K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.