S-Bank Fund Management’s Brown & Brown BRO Stock Holding History

S-Bank Fund 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 Q2	–	Sell	-5,604	Closed	-$365K	–	257
2026 Q1	$365K	Sell	5,604 -208	-4%	-$15K	0.05%	129
2025 Q4	$463K	Sell	5,812 -105	-2%	-$8.76K	0.06%	123
2025 Q3	$555K	Sell	5,917 -77	-1%	-$7.5K	0.07%	136
2025 Q2	$665K	Sell	5,994 -1,980	-25%	-$222K	0.1%	124
2025 Q1	$992K	Buy	+7,974	New	+$891K	0.19%	88

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 $3.38T AUM 44.17% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

S-Bank Fund Management's BRO Position: Q2 2026 in Review

S-Bank Fund Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5,604 shares — an estimated $365K sold.

S-Bank Fund Management first reported a position in BRO in Q1 2025 and held it in 5 quarters. The position peaked at $992K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

S-Bank Fund Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 5,604 Brown & Brown shares in Q2 2026, an estimated $365K.
S-Bank Fund Management first reported a position in Brown & Brown in Q1 2025 and held it in 5 quarters.
S-Bank Fund Management's Brown & Brown position peaked at $992K in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.