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Principal Securities’s Brown & Brown BRO Stock Holding History

Principal 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 		$616K Buy
9,597
+88
+0.9% +$5.37K 0.01% 990
2026
Q1 		$620K Sell
9,509
-1,121
-11% -$80.8K 0.01% 895
2025
Q4 		$847K Sell
10,630
-502
-5% -$41.9K 0.01% 753
2025
Q3 		$1.04M Buy
11,132
+1,960
+21% +$191K 0.02% 653
2025
Q2 		$1.02M Sell
9,172
-46
-0.5% -$5.17K 0.02% 608
2025
Q1 		$940K Hold
9,218
– – 0.02% 577
2024
Q4 		$940K Buy
9,218
+55
+0.6% +$5.87K 0.02% 575
2024
Q3 		$949K Buy
9,163
+448
+5% +$44.6K 0.02% 538
2024
Q2 		$779K Sell
8,715
-404
-4% -$35.1K 0.02% 552
2024
Q1 		$798K Buy
9,119
+364
+4% +$29.3K 0.02% 513
2023
Q4 		$623K Buy
+8,755
New +$626K 0.02% 533

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

Principal Securities's BRO Position: Q2 2026 in Review

Principal Securities increased its Brown & Brown (BRO) stake by 0.93% in Q2 2026, buying an estimated $5.37K and bringing the position to 9,597 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #990.

Principal Securities first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Principal Securities held 9,597 shares of Brown & Brown worth $616K as of Q2 2026.
  • Principal Securities bought 88 Brown & Brown shares in Q2 2026, an estimated $5.37K.
  • Brown & Brown made up 0.01% of Principal Securities's portfolio in Q2 2026, its #990 holding.
  • Principal Securities first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Brown & Brown position peaked at $1.04M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.