Seneschal Advisors’s Brown & Brown BRO Stock Holding History

Seneschal Advisors’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	$257	Sell	4 -1	-20%	-$61	﹤0.01%	516
2026 Q1	$327	Hold	5	–	–	﹤0.01%	462
2025 Q4	$399	Hold	5	–	–	﹤0.01%	416
2025 Q3	$469	Buy	+5	New	+$487	﹤0.01%	375

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 $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Seneschal Advisors's BRO Position: Q2 2026 in Review

Seneschal Advisors reduced its Brown & Brown (BRO) stake by 20% in Q2 2026, selling an estimated $61 and leaving 4 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Seneschal Advisors first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $469 in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Seneschal Advisors held 4 shares of Brown & Brown worth $257 as of Q2 2026.
Seneschal Advisors sold 1 Brown & Brown share in Q2 2026, an estimated $61.
Brown & Brown made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #516 holding.
Seneschal Advisors first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
Seneschal Advisors's Brown & Brown position peaked at $469 in Q3 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.