Principal Financial Group’s Brown & Brown BRO Stock Holding History

Principal Financial Group’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	$1.02B	Buy	15,608,720 +246,172	+2%	+$17.7M	0.54%	40
2025 Q4	$1.22B	Sell	15,362,548 -53,642	-0.3%	-$4.48M	0.63%	31
2025 Q3	$1.45B	Buy	15,416,190 +1,821,229	+13%	+$177M	0.73%	26
2025 Q2	$1.51B	Buy	13,594,961 +654,915	+5%	+$73.6M	0.8%	22
2025 Q1	$1.61B	Buy	12,940,046 +38,078	+0.3%	+$4.25M	0.9%	17
2024 Q4	$1.32B	Buy	12,901,968 +94,121	+0.7%	+$10.1M	0.72%	27
2024 Q3	$1.33B	Buy	12,807,847 +2,868	+0%	+$285K	0.72%	26
2024 Q2	$1.14B	Buy	12,804,979 +86,824	+0.7%	+$7.54M	0.68%	25
2024 Q1	$1.11B	Buy	12,718,155 +392,250	+3%	+$31.5M	0.65%	27
2023 Q4	$876M	Buy	12,325,905 +294,143	+2%	+$21M	0.56%	32
2023 Q3	$840M	Buy	12,031,762 +6,737	+0.1%	+$480K	0.6%	29
2023 Q2	$828M	Buy	12,025,025 +274,289	+2%	+$17.4M	0.57%	32
2023 Q1	$675M	Buy	11,750,736 +528,096	+5%	+$30.4M	0.48%	44
2022 Q4	$639M	Buy	11,222,640 +1,091,719	+11%	+$63.8M	0.48%	44
2022 Q3	$613M	Buy	10,130,921 +551,488	+6%	+$34.7M	0.49%	43
2022 Q2	$559M	Buy	9,579,433 +725,167	+8%	+$44.5M	0.41%	56
2022 Q1	$640M	Buy	8,854,266 +723,275	+9%	+$48.5M	0.4%	53
2021 Q4	$567M	Buy	8,130,991 +102,269	+1%	+$6.6M	0.34%	69
2021 Q3	$445M	Sell	8,028,722 -696,108	-8%	-$38.8M	0.29%	85
2021 Q2	$464M	Sell	8,724,830 -66,238	-0.8%	-$3.41M	0.3%	81
2021 Q1	$402M	Sell	8,791,068 -58,502	-0.7%	-$2.69M	0.28%	94
2020 Q4	$420M	Sell	8,849,570 -107,192	-1%	-$4.93M	0.31%	86
2020 Q3	$405M	Sell	8,956,762 -121,778	-1%	-$5.43M	0.34%	77
2020 Q2	$370M	Sell	9,078,540 -100,369	-1%	-$3.87M	0.33%	77
2020 Q1	$332M	Sell	9,178,909 -539,933	-6%	-$22.8M	0.37%	67
2019 Q4	$384M	Sell	9,718,842 -10,235	-0.1%	-$384K	0.32%	76
2019 Q3	$351M	Sell	9,729,077 -50,640	-0.5%	-$1.81M	0.31%	79
2019 Q2	$328M	Sell	9,779,717 -84,887	-0.9%	-$2.69M	0.29%	88
2019 Q1	$291M	Sell	9,864,604 -28,809	-0.3%	-$823K	0.27%	94
2018 Q4	$273M	Sell	9,893,413 -270,310	-3%	-$7.64M	0.29%	82
2018 Q3	$301M	Buy	10,163,723 +885,893	+10%	+$26.3M	0.26%	86
2018 Q2	$257M	Buy	9,277,830 +1,781,931	+24%	+$48.5M	0.24%	95
2018 Q1	$191M	Sell	7,495,899 -91,169	-1%	-$2.38M	0.18%	132
2017 Q4	$195M	Sell	7,587,068 -114,292	-1%	-$2.87M	0.18%	131
2017 Q3	$186M	Sell	7,701,360 -47,064	-0.6%	-$1.06M	0.18%	138
2017 Q2	$167M	Buy	7,748,424 +13,408	+0.2%	+$287K	0.17%	152
2017 Q1	$161M	Sell	7,735,016 -27,172	-0.4%	-$588K	0.19%	123
2016 Q4	$174M	Sell	7,762,188 -60,952	-0.8%	-$1.24M	0.22%	110
2016 Q3	$148M	Sell	7,823,140 -2,296,608	-23%	-$42.5M	0.19%	121
2016 Q2	$190M	Sell	10,119,748 -420,600	-4%	-$7.47M	0.26%	98
2016 Q1	$189M	Sell	10,540,348 -52,838	-0.5%	-$849K	0.27%	94
2015 Q4	$170M	Sell	10,593,186 -82,492	-0.8%	-$1.32M	0.25%	103
2015 Q3	$165M	Buy	10,675,678 +376,792	+4%	+$6.18M	0.26%	104
2015 Q2	$169M	Buy	10,298,886 +86,728	+0.8%	+$1.42M	0.25%	111
2015 Q1	$169M	Buy	10,212,158 +280,468	+3%	+$4.53M	0.25%	114
2014 Q4	$163M	Sell	9,931,690 -570,768	-5%	-$9.17M	0.25%	110
2014 Q3	$169M	Buy	10,502,458 +280,738	+3%	+$4.44M	0.29%	85
2014 Q2	$157M	Sell	10,221,720 -132,298	-1%	-$1.99M	0.26%	89
2014 Q1	$159M	Buy	10,354,018 +253,564	+3%	+$3.89M	0.28%	73
2013 Q4	$159M	Buy	10,100,454 +319,266	+3%	+$5.06M	0.3%	73
2013 Q3	$157M	Buy	9,781,188 +684,950	+8%	+$11.2M	0.32%	63
2013 Q2	$147M	Buy	+9,096,238	New	+$144M	0.32%	60