Sumitomo Mitsui DS Asset Management’s Brown & Brown BRO Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$2.63M	Hold	41,072	–	–	0.02%	485
2026 Q1	$2.68M	Buy	41,072 +1,091	+3%	+$78.6K	0.02%	455
2025 Q4	$3.19M	Sell	39,981 -96	-0.2%	-$8.01K	0.03%	419
2025 Q3	$3.76M	Buy	40,077 +8,507	+27%	+$829K	0.03%	369
2025 Q2	$3.5M	Buy	31,570 +1,479	+5%	+$166K	0.03%	378
2025 Q1	$3.74M	Buy	30,091 +4,371	+17%	+$488K	0.04%	350
2024 Q4	$2.62M	Buy	25,720 +666	+3%	+$71.1K	0.03%	427
2024 Q3	$2.6M	Buy	25,054 +2,454	+11%	+$244K	0.03%	417
2024 Q2	$2.02M	Buy	22,600 +286	+1%	+$24.8K	0.02%	445
2024 Q1	$1.95M	Buy	22,314 +447	+2%	+$35.9K	0.02%	449
2023 Q4	$1.55M	Hold	21,867	–	–	0.02%	510
2023 Q3	$1.53M	Buy	21,867 +199	+0.9%	+$14.2K	0.02%	467
2023 Q2	$1.49M	Buy	21,668 +117	+0.5%	+$7.44K	0.02%	468
2023 Q1	$1.24M	Buy	21,551 +4,526	+27%	+$260K	0.02%	497
2022 Q4	$970K	Hold	17,025	–	–	0.02%	532
2022 Q3	$1.03M	Buy	17,025 +331	+2%	+$20.8K	0.02%	486
2022 Q2	$974K	Sell	16,694 -716	-4%	-$43.9K	0.02%	494
2022 Q1	$1.26M	Sell	17,410 -3,582	-17%	-$240K	0.03%	462
2021 Q4	$1.48M	Buy	20,992 +3,525	+20%	+$227K	0.03%	433
2021 Q3	$968K	Buy	17,467 +1,506	+9%	+$83.9K	0.02%	510
2021 Q2	$848K	Sell	15,961 -3,410	-18%	-$175K	0.02%	545
2021 Q1	$885K	Sell	19,371 -21	-0.1%	-$964	0.02%	516
2020 Q4	$919K	Sell	19,392 -221	-1%	-$10.2K	0.03%	481
2020 Q3	$887K	Buy	19,613 +2,738	+16%	+$122K	0.03%	446
2020 Q2	$687K	Buy	16,875 +4,374	+35%	+$169K	0.02%	495
2020 Q1	$452K	Sell	12,501 -3,060	-20%	-$129K	0.02%	520
2019 Q4	$614K	Buy	+15,561	New	+$584K	0.02%	556

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 $60.8B AUM 26.63% 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

Sumitomo Mitsui DS Asset Management's BRO Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Brown & Brown (BRO) position steady in Q2 2026 at 41,072 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #485.

Sumitomo Mitsui DS Asset Management first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.76M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 41,072 shares of Brown & Brown worth $2.63M as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #485 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
Sumitomo Mitsui DS Asset Management's Brown & Brown position peaked at $3.76M in Q3 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.