PAS
BRO icon

Park Avenue Securities’s Brown & Brown BRO Stock Holding History

Park Avenue Securities’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 		– Sell
-3,075
Closed -$201K – 1781
2026
Q1 		$201K Buy
+3,075
New +$222K ﹤0.01% 1474
2025
Q4 		– Sell
-7,771
Closed -$729K – 1526
2025
Q3 		$729K Buy
7,771
+3
+0% +$292 0.01% 1009
2025
Q2 		$861K Sell
7,768
-2,228
-22% -$250K 0.01% 835
2025
Q1 		$1.24M Buy
9,996
+1,074
+12% +$120K 0.02% 535
2024
Q4 		$910K Buy
8,922
+252
+3% +$26.9K 0.01% 813
2024
Q3 		$898K Sell
8,670
-424
-5% -$42.2K 0.01% 727
2024
Q2 		$813K Sell
9,094
-1,390
-13% -$121K 0.01% 762
2024
Q1 		$918K Buy
10,484
+2,862
+38% +$230K 0.01% 707
2023
Q4 		$542K Buy
7,622
+2,626
+53% +$188K 0.01% 876
2023
Q3 		$349K Buy
+4,996
New +$356K 0.01% 983

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

Park Avenue Securities's BRO Position: Q2 2026 in Review

Park Avenue Securities sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,075 shares — an estimated $201K sold.

Park Avenue Securities first reported a position in BRO in Q3 2023 and held it in 10 quarters. The position peaked at $1.24M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Park Avenue Securities reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Park Avenue Securities sold 3,075 Brown & Brown shares in Q2 2026, an estimated $201K.
  • Park Avenue Securities first reported a position in Brown & Brown in Q3 2023 and held it in 10 quarters.
  • Park Avenue Securities's Brown & Brown position peaked at $1.24M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.