Swiss Life Asset Management’s Brown & Brown BRO Stock Holding History

Swiss Life 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	$2.29M	Buy	35,638 +7,321	+26%	+$447K	0.01%	571
2026 Q1	$1.85M	Buy	28,317 +5,681	+25%	+$410K	0.01%	556
2025 Q4	$1.8M	Buy	22,636 +2,492	+12%	+$208K	0.01%	569
2025 Q3	$1.89M	Buy	20,144 +2,383	+13%	+$232K	0.01%	569
2025 Q2	$1.97M	Buy	17,761 +1,228	+7%	+$138K	0.01%	556
2025 Q1	$2.06M	Buy	16,533 +5,807	+54%	+$649K	0.02%	492
2024 Q4	$1.09M	Buy	10,726 +5,586	+109%	+$596K	0.01%	573
2024 Q3	$532K	Sell	5,140 -251	-5%	-$25K	0.01%	525
2024 Q2	$482K	Buy	+5,391	New	+$468K	0.01%	495
2024 Q1	–	Sell	-9,654	Closed	-$687K	–	549
2023 Q4	$687K	Sell	9,654 -27,963	-74%	-$2M	0.01%	525
2023 Q3	$2.63M	Buy	37,617 +27,075	+257%	+$1.93M	0.04%	409
2023 Q2	$726K	Buy	+10,542	New	+$671K	0.01%	546
2022 Q4	–	Sell	-9,681	Closed	-$586K	–	603
2022 Q3	$586K	Sell	9,681 -191	-2%	-$12K	0.01%	512
2022 Q2	$576K	Sell	9,872 -124	-1%	-$7.61K	0.01%	516
2022 Q1	$722K	Hold	9,996	–	–	0.01%	488
2021 Q4	$703K	Hold	9,996	–	–	0.01%	487
2021 Q3	$554K	Sell	9,996 -3,366	-25%	-$188K	0.01%	496
2021 Q2	$1.3M	Hold	13,362	–	–	0.01%	455
2021 Q1	$611K	Sell	13,362 -29,038	-68%	-$1.33M	0.01%	462
2020 Q4	$2.01M	Buy	42,400 +24,816	+141%	+$1.14M	0.03%	416
2020 Q3	$796K	Buy	+17,584	New	+$784K	0.01%	384
2020 Q2	–	Sell	-54,762	Closed	-$1.98M	–	507
2020 Q1	$1.98M	Sell	54,762 -6,475	-11%	-$274K	0.04%	307
2019 Q4	$2.42M	Buy	+61,237	New	+$2.3M	0.05%	311

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swiss Life Asset Management's BRO Position: Q2 2026 in Review

Swiss Life Asset Management increased its Brown & Brown (BRO) stake by 26% in Q2 2026, buying an estimated $447K and bringing the position to 35,638 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #571.

Swiss Life Asset Management first reported a position in BRO in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.63M in Q3 2023. 561 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Swiss Life Asset Management held 35,638 shares of Brown & Brown worth $2.29M as of Q2 2026.
Swiss Life Asset Management bought 7,321 Brown & Brown shares in Q2 2026, an estimated $447K.
Brown & Brown made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #571 holding.
Swiss Life Asset Management first reported a position in Brown & Brown in Q4 2019 and has held it in 23 quarters since.
Swiss Life Asset Management's Brown & Brown position peaked at $2.63M in Q3 2023.
561 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.