Pictet North America Advisors’s Brown & Brown BRO Stock Holding History

Pictet North America Advisors’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	$1.69M	Sell	26,360 -60,033	-69%	-$3.66M	0.15%	80
2026 Q1	$5.63M	Sell	86,393 -5,732	-6%	-$413K	0.56%	47
2025 Q4	$7.34M	Sell	92,125 -6,712	-7%	-$560K	0.7%	40
2025 Q3	$9.27M	Sell	98,837 -540	-0.5%	-$52.6K	0.87%	31
2025 Q2	$11M	Sell	99,377 -717	-0.7%	-$80.6K	1.11%	28
2025 Q1	$12.5M	Buy	100,094 +7,172	+8%	+$801K	1.24%	25
2024 Q4	$9.48M	Buy	92,922 +2,737	+3%	+$292K	0.9%	36
2024 Q3	$9.34M	Buy	90,185 +1,457	+2%	+$145K	0.92%	35
2024 Q2	$7.93M	Buy	+88,728	New	+$7.7M	0.86%	35

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Pictet North America Advisors's BRO Position: Q2 2026 in Review

Pictet North America Advisors reduced its Brown & Brown (BRO) stake by 69% in Q2 2026, selling an estimated $3.66M and leaving 26,360 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #80.

Pictet North America Advisors first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Pictet North America Advisors held 26,360 shares of Brown & Brown worth $1.69M as of Q2 2026.
Pictet North America Advisors sold 60,033 Brown & Brown shares in Q2 2026, an estimated $3.66M.
Brown & Brown made up 0.15% of Pictet North America Advisors's portfolio in Q2 2026, its #80 holding.
Pictet North America Advisors first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Pictet North America Advisors's Brown & Brown position peaked at $12.5M in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.