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SJS Investment Consulting’s Brown & Brown BRO Stock Holding History

SJS Investment Consulting’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 		$45.2K Buy
704
+575
+446% +$35.1K ﹤0.01% 504
2026
Q1 		$8.41K Buy
129
+98
+316% +$7.06K ﹤0.01% 886
2025
Q4 		$2.47K Buy
31
+14
+82% +$1.17K ﹤0.01% 1102
2025
Q3 		$1.59K Hold
17
– – ﹤0.01% 882
2025
Q2 		$1.89K Sell
17
-14
-45% -$1.57K ﹤0.01% 588
2025
Q1 		$3.86K Hold
31
– – ﹤0.01% 524
2024
Q4 		$3.16K Sell
31
-6
-16% -$641 ﹤0.01% 549
2024
Q3 		$3.83K Hold
37
– – ﹤0.01% 553
2024
Q2 		$3.31K Hold
37
– – ﹤0.01% 540
2024
Q1 		$3.24K Hold
37
– – ﹤0.01% 568
2023
Q4 		$2.63K Sell
37
-1
-3% -$71 ﹤0.01% 556
2023
Q3 		$2.65K Buy
38
+2
+6% +$143 ﹤0.01% 521
2023
Q2 		$2.48K Sell
36
-1
-3% -$64 ﹤0.01% 520
2023
Q1 		$2.13K Sell
37
-169
-82% -$9.71K ﹤0.01% 582
2022
Q4 		$11.7K Sell
206
-514
-71% -$30.1K ﹤0.01% 272
2022
Q3 		$44K Buy
+720
New +$45.3K 0.01% 168
2022
Q1 		$1K Buy
+8
New +$537 ﹤0.01% 551

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SJS Investment Consulting's BRO Position: Q2 2026 in Review

SJS Investment Consulting increased its Brown & Brown (BRO) stake by 446% in Q2 2026, buying an estimated $35.1K and bringing the position to 704 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

SJS Investment Consulting first reported a position in BRO in Q1 2022 and has held it in 17 quarters since. 439 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • SJS Investment Consulting held 704 shares of Brown & Brown worth $45.2K as of Q2 2026.
  • SJS Investment Consulting bought 575 Brown & Brown shares in Q2 2026, an estimated $35.1K.
  • Brown & Brown made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #504 holding.
  • SJS Investment Consulting first reported a position in Brown & Brown in Q1 2022 and has held it in 17 quarters since.
  • 439 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.