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Salomon & Ludwin’s Brown & Brown BRO Stock Holding History

Salomon & Ludwin’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 		$472 Sell
7
-1
-13% -$61 ﹤0.01% 2061
2026
Q1 		$528 Sell
8
-235
-97% -$16.9K ﹤0.01% 2040
2025
Q4 		$19.4K Buy
243
+47
+24% +$3.92K ﹤0.01% 923
2025
Q3 		$18.6K Buy
196
+188
+2,350% +$18.3K ﹤0.01% 860
2025
Q2 		$862 Sell
8
-33
-80% -$3.71K ﹤0.01% 758
2025
Q1 		$5.1K Hold
41
– – ﹤0.01% 516
2024
Q4 		$4.18K Hold
41
– – ﹤0.01% 530
2024
Q3 		$4.25K Buy
+41
New +$4.08K ﹤0.01% 539
2024
Q2 		– Sell
-140
Closed -$12.3K – 742
2024
Q1 		$12.3K Buy
+140
New +$11.3K ﹤0.01% 532

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 $59.9B AUM 27.01% 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

Salomon & Ludwin's BRO Position: Q2 2026 in Review

Salomon & Ludwin reduced its Brown & Brown (BRO) stake by 13% in Q2 2026, selling an estimated $61 and leaving 7 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Salomon & Ludwin first reported a position in BRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.4K in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Salomon & Ludwin held 7 shares of Brown & Brown worth $472 as of Q2 2026.
  • Salomon & Ludwin sold 1 Brown & Brown share in Q2 2026, an estimated $61.
  • Brown & Brown made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2061 holding.
  • Salomon & Ludwin first reported a position in Brown & Brown in Q1 2024 and has held it in 9 quarters since.
  • Salomon & Ludwin's Brown & Brown position peaked at $19.4K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.