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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
Q2 		$20.1K Buy
314
+105
+50% +$6.41K ﹤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
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

SBI Securities's BRO Position: Q2 2026 in Review

SBI Securities increased its Brown & Brown (BRO) stake by 50% in Q2 2026, buying an estimated $6.41K and bringing the position to 314 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

SBI Securities first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.5K in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • SBI Securities held 314 shares of Brown & Brown worth $20.1K as of Q2 2026.
  • SBI Securities bought 105 Brown & Brown shares in Q2 2026, an estimated $6.41K.
  • Brown & Brown made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1547 holding.
  • SBI Securities first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Brown & Brown position peaked at $56.5K in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.