Tocqueville Asset Management’s Brown & Brown BRO Stock Holding History

Tocqueville 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	$205K	Hold	3,200	–	–	﹤0.01%	535
2026 Q1	$209K	Buy	+3,200	New	+$231K	﹤0.01%	527
2025 Q3	–	Sell	-2,327	Closed	-$258K	–	552
2025 Q2	$258K	Hold	2,327	–	–	﹤0.01%	496
2025 Q1	$289K	Hold	2,327	–	–	﹤0.01%	460
2024 Q4	$237K	Hold	2,327	–	–	﹤0.01%	505
2024 Q3	$241K	Hold	2,327	–	–	﹤0.01%	482
2024 Q2	$208K	Hold	2,327	–	–	﹤0.01%	501
2024 Q1	$204K	Buy	+2,327	New	+$187K	﹤0.01%	515
2023 Q4	–	Sell	-3,239	Closed	-$226K	–	522
2023 Q3	$226K	Hold	3,239	–	–	﹤0.01%	477
2023 Q2	$223K	Buy	+3,239	New	+$206K	﹤0.01%	492

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

Tocqueville Asset Management's BRO Position: Q2 2026 in Review

Tocqueville Asset Management held its Brown & Brown (BRO) position steady in Q2 2026 at 3,200 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Tocqueville Asset Management first reported a position in BRO in Q2 2023 and has held it in 10 quarters since. The position peaked at $289K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Tocqueville Asset Management held 3,200 shares of Brown & Brown worth $205K as of Q2 2026.
Tocqueville Asset Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Tocqueville Asset Management's portfolio in Q2 2026, its #535 holding.
Tocqueville Asset Management first reported a position in Brown & Brown in Q2 2023 and has held it in 10 quarters since.
Tocqueville Asset Management's Brown & Brown position peaked at $289K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.