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Sachetta’s Brown & Brown BRO Stock Holding History

Sachetta’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 		$8.15K Buy
127
+107
+535% +$6.53K ﹤0.01% 504
2026
Q1 		$1.3K Sell
20
-11
-35% -$793 ﹤0.01% 955
2025
Q4 		$2.47K Sell
31
-30
-49% -$2.5K ﹤0.01% 710
2025
Q3 		$5.72K Buy
61
+23
+61% +$2.24K ﹤0.01% 572
2025
Q2 		$4.21K Hold
38
– – ﹤0.01% 628
2025
Q1 		$4.73K Hold
38
– – ﹤0.01% 569
2024
Q4 		$3.88K Hold
38
– – ﹤0.01% 652
2024
Q3 		$3.94K Hold
38
– – ﹤0.01% 688
2024
Q2 		$3.79K Buy
38
+27
+245% +$2.34K ﹤0.01% 654
2024
Q1 		$783 Hold
11
– – ﹤0.01% 975
2023
Q4 		$783 Buy
+11
New +$786 ﹤0.01% 975

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

Sachetta's BRO Position: Q2 2026 in Review

Sachetta increased its Brown & Brown (BRO) stake by 535% in Q2 2026, buying an estimated $6.53K and bringing the position to 127 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Sachetta first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Sachetta held 127 shares of Brown & Brown worth $8.15K as of Q2 2026.
  • Sachetta bought 107 Brown & Brown shares in Q2 2026, an estimated $6.53K.
  • Brown & Brown made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #504 holding.
  • Sachetta first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.