Sumitomo Mitsui Trust Group
BRO icon

Sumitomo Mitsui Trust Group’s Brown & Brown BRO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$46.8M Buy
728,866
+17,976
+3% +$1.1M 0.03% 471
2026
Q1 		$46.4M Sell
710,890
-122,155
-15% -$8.81M 0.03% 460
2025
Q4 		$66.4M Buy
833,045
+12,155
+1% +$1.01M 0.04% 383
2025
Q3 		$77M Buy
820,890
+59,997
+8% +$5.85M 0.04% 356
2025
Q2 		$84.4M Buy
760,893
+178,082
+31% +$20M 0.05% 328
2025
Q1 		$72.5M Buy
582,811
+5,106
+0.9% +$571K 0.05% 345
2024
Q4 		$58.9M Buy
577,705
+5,790
+1% +$618K 0.04% 412
2024
Q3 		$59.3M Sell
571,915
-8,209
-1% -$816K 0.04% 404
2024
Q2 		$51.9M Sell
580,124
-47,884
-8% -$4.16M 0.04% 412
2024
Q1 		$55M Sell
628,008
-29,276
-4% -$2.35M 0.04% 459
2023
Q4 		$46.7M Buy
657,284
+18,557
+3% +$1.33M 0.03% 490
2023
Q3 		$44.6M Sell
638,727
-1,725
-0.3% -$123K 0.04% 483
2023
Q2 		$44.1M Sell
640,452
-88,348
-12% -$5.62M 0.03% 509
2023
Q1 		$41.8M Buy
728,800
+11,080
+2% +$637K 0.03% 549
2022
Q4 		$40.9M Buy
717,720
+5,030
+0.7% +$294K 0.03% 552
2022
Q3 		$43.1M Buy
712,690
+6,712
+1% +$422K 0.04% 523
2022
Q2 		$41.2M Buy
705,978
+7,273
+1% +$446K 0.03% 567
2022
Q1 		$50.5M Sell
698,705
-168,006
-19% -$11.3M 0.03% 532
2021
Q4 		$60.9M Buy
866,711
+159,875
+23% +$10.3M 0.04% 483
2021
Q3 		$39.2M Sell
706,836
-38,238
-5% -$2.13M 0.02% 604
2021
Q2 		$39.6M Sell
745,074
-44,272
-6% -$2.28M 0.02% 611
2021
Q1 		$36.1M Sell
789,346
-24,526
-3% -$1.13M 0.02% 623
2020
Q4 		$38.6M Sell
813,872
-98,590
-11% -$4.54M 0.02% 599
2020
Q3 		$41.3M Sell
912,462
-133,753
-13% -$5.97M 0.03% 542
2020
Q2 		$42.6M Sell
1,046,215
-440,902
-30% -$17M 0.03% 538
2020
Q1 		$53.9M Buy
1,487,117
+647,903
+77% +$27.4M 0.05% 420
2019
Q4 		$33.1M Buy
+839,214
New +$31.5M 0.03% 589

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 $60.8B AUM 26.63% 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

Sumitomo Mitsui Trust Group's BRO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Brown & Brown (BRO) stake by 2.5% in Q2 2026, buying an estimated $1.1M and bringing the position to 728,866 shares worth $46.8M. The position accounts for 0.03% of the portfolio, ranked #471.

Sumitomo Mitsui Trust Group first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $84.4M in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 728,866 shares of Brown & Brown worth $46.8M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 17,976 Brown & Brown shares in Q2 2026, an estimated $1.1M.
  • Brown & Brown made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #471 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Brown & Brown position peaked at $84.4M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.