SBI Securities’s Brown & Brown BRO Stock Holding History

SBI 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 Q3	$8.1K	Sell	133 -181	-58%	-$12.4K	﹤0.01%	1969
2026 Q2	$20.1K	Buy	314 +105	+50%	+$6.4K	﹤0.01%	1547
2026 Q1	$13.6K	Sell	209 -14	-6%	-$1.01K	﹤0.01%	1608
2025 Q4	$17.8K	Sell	223 -49	-18%	-$4.09K	﹤0.01%	1489
2025 Q3	$25.5K	Sell	272 -72	-21%	-$7.02K	﹤0.01%	1352
2025 Q2	$38.1K	Sell	344 -110	-24%	-$12.4K	﹤0.01%	1159
2025 Q1	$56.5K	Buy	454 +96	+27%	+$10.7K	﹤0.01%	934
2024 Q4	$36.5K	Buy	+358	New	+$38.2K	﹤0.01%	1079

Other funds holding BRO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

SBI Securities's BRO Position: Q3 2026 in Review

SBI Securities reduced its Brown & Brown (BRO) stake by 58% in Q3 2026, selling an estimated $12.4K and leaving 133 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

SBI Securities first reported a position in BRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $56.5K in Q1 2025. 696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

SBI Securities held 133 shares of Brown & Brown worth $8.1K as of Q3 2026.
SBI Securities sold 181 Brown & Brown shares in Q3 2026, an estimated $12.4K.
Brown & Brown made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1969 holding.
SBI Securities first reported a position in Brown & Brown in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Brown & Brown position peaked at $56.5K in Q1 2025.
696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.