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Siemens Fonds Invest’s Brown & Brown BRO Stock Holding History

Siemens Fonds Invest’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 		$266K Hold
4,140
– – 0.01% 440
2026
Q1 		$270K Hold
4,140
– – 0.02% 418
2025
Q4 		$332K Sell
4,140
-2,906
-41% -$242K 0.02% 391
2025
Q3 		$661K Buy
7,046
+733
+12% +$71.4K 0.04% 281
2025
Q2 		$700K Buy
6,313
+657
+12% +$73.8K 0.04% 269
2025
Q1 		$704K Sell
5,656
-3,482
-38% -$389K 0.05% 247
2024
Q4 		$932K Buy
9,138
+567
+7% +$60.5K 0.06% 219
2024
Q3 		$457K Sell
8,571
-393
-4% -$39.1K 0.04% 288
2024
Q2 		$801K Hold
8,964
– – 0.06% 225
2024
Q1 		$785K Buy
8,964
+4,261
+91% +$343K 0.06% 229
2023
Q4 		$334K Buy
4,703
+1,628
+53% +$116K 0.03% 335
2023
Q3 		$215K Buy
+3,075
New +$219K 0.02% 347

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

Siemens Fonds Invest's BRO Position: Q2 2026 in Review

Siemens Fonds Invest held its Brown & Brown (BRO) position steady in Q2 2026 at 4,140 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #440.

Siemens Fonds Invest first reported a position in BRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $932K in Q4 2024. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Siemens Fonds Invest held 4,140 shares of Brown & Brown worth $266K as of Q2 2026.
  • Siemens Fonds Invest left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.01% of Siemens Fonds Invest's portfolio in Q2 2026, its #440 holding.
  • Siemens Fonds Invest first reported a position in Brown & Brown in Q3 2023 and has held it in 12 quarters since.
  • Siemens Fonds Invest's Brown & Brown position peaked at $932K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.