Steve Schonfeld’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $461K | Buy |
+7,194
| New | +$439K | ﹤0.01% | 1853 |
|
|
2025
Q4 | – | Sell |
-54,028
| Closed | -$5.07M | – | 2082 |
|
|
2025
Q3 | $5.07M | Sell |
54,028
-273,347
| -83% | -$26.6M | 0.03% | 584 |
|
|
2025
Q2 | $36.3M | Buy |
327,375
+324,748
| +12,362% | +$36.5M | 0.25% | 76 |
|
|
2025
Q1 | $327K | Buy |
+2,627
| New | +$294K | ﹤0.01% | 1754 |
|
|
2024
Q4 | – | Sell |
-25,863
| Closed | -$2.68M | – | 2029 |
|
|
2024
Q3 | $2.68M | Buy |
+25,863
| New | +$2.57M | 0.02% | 770 |
|
|
2024
Q2 | – | Sell |
-117,939
| Closed | -$10.3M | – | 2174 |
|
|
2024
Q1 | $10.3M | Buy |
117,939
+46,449
| +65% | +$3.73M | 0.07% | 367 |
|
|
2023
Q4 | $5.08M | Sell |
71,490
-89,554
| -56% | -$6.4M | 0.03% | 512 |
|
|
2023
Q3 | $11.2M | Buy |
161,044
+41,699
| +35% | +$2.97M | 0.09% | 316 |
|
|
2023
Q2 | $8.22M | Sell |
119,345
-105,457
| -47% | -$6.71M | 0.07% | 389 |
|
|
2023
Q1 | $12.9M | Sell |
224,802
-22,814
| -9% | -$1.31M | 0.12% | 233 |
|
|
2022
Q4 | $14.1M | Buy |
247,616
+92,993
| +60% | +$5.44M | 0.12% | 242 |
|
|
2022
Q3 | $9.35M | Sell |
154,623
-178,577
| -54% | -$11.2M | 0.08% | 329 |
|
|
2022
Q2 | $19.4M | Buy |
+333,200
| New | +$20.5M | 0.19% | 143 |
|
|
2021
Q4 | – | Sell |
-135,600
| Closed | -$7.52M | – | 2161 |
|
|
2021
Q3 | $7.52M | Sell |
135,600
-462,582
| -77% | -$25.8M | 0.08% | 327 |
|
|
2021
Q2 | $31.8M | Buy |
+598,182
| New | +$30.8M | 0.34% | 53 |
|
|
2021
Q1 | – | Sell |
-155,592
| Closed | -$7.38M | – | 1815 |
|
|
2020
Q4 | $7.38M | Buy |
+155,592
| New | +$7.16M | 0.1% | 289 |
|
|
2019
Q4 | – | Sell |
-43,116
| Closed | -$1.56M | – | 1296 |
|
|
2019
Q3 | $1.56M | Buy |
43,116
+15,516
| +56% | +$555K | 0.05% | 371 |
|
|
2019
Q2 | $924K | Buy |
+27,600
| New | +$875K | 0.03% | 468 |
|
|
2018
Q4 | – | Sell |
-25,500
| Closed | -$754K | – | 1065 |
|
|
2018
Q3 | $754K | Buy |
+25,500
| New | +$758K | 0.03% | 490 |
|
|
2018
Q2 | – | Sell |
-100,472
| Closed | -$2.56M | – | 776 |
|
|
2018
Q1 | $2.56M | Buy |
100,472
+55,448
| +123% | +$1.45M | 0.19% | 154 |
|
|
2017
Q4 | $1.16M | Buy |
+45,024
| New | +$1.13M | 0.09% | 278 |
|
|
2016
Q2 | – | Sell |
-21,062
| Closed | -$377K | – | 443 |
|
|
2016
Q1 | $377K | Buy |
+21,062
| New | +$338K | 0.15% | 173 |
|
Other funds holding BRO
VLKIM
Steve Schonfeld's BRO Position: Q2 2026 in Review
Steve Schonfeld opened a new position in Brown & Brown (BRO) in Q2 2026: 7,194 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in BRO as recently as Q3 2025.
Steve Schonfeld first reported a position in BRO in Q1 2016 and has held it in 22 quarters since. The position peaked at $36.3M in Q2 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Steve Schonfeld held 7,194 shares of Brown & Brown worth $461K as of Q2 2026.
- Brown & Brown was a new Steve Schonfeld position in Q2 2026.
- Brown & Brown made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1853 holding.
- Steve Schonfeld first reported a position in Brown & Brown in Q1 2016 and has held it in 22 quarters since.
- Steve Schonfeld's Brown & Brown position peaked at $36.3M in Q2 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.