Ostrum Asset Management’s Brown & Brown BRO Stock Holding History

Ostrum Asset Management’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 Q1	$934K	Buy	14,317 +210	+1%	+$15.1K	0.05%	228
2025 Q4	$1.12M	Sell	14,107 -4,674	-25%	-$390K	0.05%	250
2025 Q3	$1.76M	Buy	18,781 +11,989	+177%	+$1.17M	0.08%	215
2025 Q2	$753K	Sell	6,792 -3,932	-37%	-$442K	0.04%	353
2025 Q1	$1.33M	Sell	10,724 -285	-3%	-$31.8K	0.07%	253
2024 Q4	$1.12M	Sell	11,009 -453	-4%	-$48.4K	0.1%	292
2024 Q3	$1.19M	Buy	11,462 +140	+1%	+$13.9K	0.1%	287
2024 Q2	$1.01M	Sell	11,322 -880	-7%	-$76.4K	0.09%	299
2024 Q1	$1.07M	Hold	12,202	–	–	0.08%	335
2023 Q4	$868K	Buy	12,202 +51	+0.4%	+$3.65K	0.08%	342
2023 Q3	$849K	Sell	12,151 -83	-0.7%	-$5.92K	0.08%	348
2023 Q2	$842K	Buy	12,234 +10	+0.1%	+$636	0.07%	352
2023 Q1	$702K	Buy	+12,224	New	+$703K	0.06%	384

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

Ostrum Asset Management's BRO Position: Q1 2026 in Review

Ostrum Asset Management increased its Brown & Brown (BRO) stake by 1.5% in Q1 2026, buying an estimated $15.1K and bringing the position to 14,317 shares worth $934K. The position accounts for 0.05% of the portfolio, ranked #228.

Ostrum Asset Management first reported a position in BRO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q3 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Ostrum Asset Management held 14,317 shares of Brown & Brown worth $934K as of Q1 2026.
Ostrum Asset Management bought 210 Brown & Brown shares in Q1 2026, an estimated $15.1K.
Brown & Brown made up 0.05% of Ostrum Asset Management's portfolio in Q1 2026, its #228 holding.
Ostrum Asset Management first reported a position in Brown & Brown in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Brown & Brown position peaked at $1.76M in Q3 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.