UBS Group’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 | $109M | Sell |
1,691,851
-163,514
| -9% | -$9.97M | 0.01% | 1064 |
|
|
2026
Q1 | $121M | Sell |
1,855,365
-116,893
| -6% | -$8.43M | 0.02% | 919 |
|
|
2025
Q4 | $157M | Buy |
1,972,258
+476,151
| +32% | +$39.7M | 0.03% | 701 |
|
|
2025
Q3 | $140M | Buy |
1,496,107
+603,908
| +68% | +$58.9M | 0.02% | 792 |
|
|
2025
Q2 | $98.9M | Sell |
892,199
-352,054
| -28% | -$39.6M | 0.02% | 975 |
|
|
2025
Q1 | $155M | Sell |
1,244,253
-152,856
| -11% | -$17.1M | 0.03% | 655 |
|
|
2024
Q4 | $143M | Buy |
1,397,109
+662,485
| +90% | +$70.7M | 0.03% | 694 |
|
|
2024
Q3 | $76.1M | Buy |
734,624
+87,500
| +14% | +$8.7M | 0.02% | 886 |
|
|
2024
Q2 | $57.9M | Sell |
647,124
-33,032
| -5% | -$2.87M | 0.01% | 939 |
|
|
2024
Q1 | $59.5M | Buy |
680,156
+219,359
| +48% | +$17.6M | 0.01% | 932 |
|
|
2023
Q4 | $32.8M | Buy |
460,797
+79,237
| +21% | +$5.66M | 0.01% | 1244 |
|
|
2023
Q3 | $26.6M | Sell |
381,560
-98,035
| -20% | -$6.99M | 0.01% | 1273 |
|
|
2023
Q2 | $33M | Buy |
479,595
+147,734
| +45% | +$9.4M | 0.01% | 1074 |
|
|
2023
Q1 | $19.1M | Sell |
331,861
-9,841
| -3% | -$566K | 0.01% | 1433 |
|
|
2022
Q4 | $19.5M | Buy |
341,702
+126,089
| +58% | +$7.37M | 0.01% | 1433 |
|
|
2022
Q3 | $13M | Sell |
215,613
-73,030
| -25% | -$4.6M | 0.01% | 1572 |
|
|
2022
Q2 | $16.8M | Buy |
288,643
+42,972
| +17% | +$2.64M | 0.01% | 1426 |
|
|
2022
Q1 | $17.8M | Buy |
245,671
+184,046
| +299% | +$12.3M | 0.01% | 1518 |
|
|
2021
Q4 | $4.33M | Sell |
61,625
-161,499
| -72% | -$10.4M | ﹤0.01% | 2977 |
|
|
2021
Q3 | $12.4M | Sell |
223,124
-241,707
| -52% | -$13.5M | ﹤0.01% | 1872 |
|
|
2021
Q2 | $24.7M | Buy |
464,831
+178,112
| +62% | +$9.16M | 0.01% | 1330 |
|
|
2021
Q1 | $13.1M | Sell |
286,719
-1,922
| -0.7% | -$88.2K | ﹤0.01% | 1734 |
|
|
2020
Q4 | $13.7M | Sell |
288,641
-40,389
| -12% | -$1.86M | ﹤0.01% | 1612 |
|
|
2020
Q3 | $14.9M | Buy |
329,030
+252,293
| +329% | +$11.3M | 0.01% | 1371 |
|
|
2020
Q2 | $3.13M | Sell |
76,737
-6,059
| -7% | -$234K | ﹤0.01% | 2458 |
|
|
2020
Q1 | $3M | Sell |
82,796
-332,799
| -80% | -$14.1M | ﹤0.01% | 2380 |
|
|
2019
Q4 | $16.4M | Buy |
415,595
+332,737
| +402% | +$12.5M | 0.01% | 1514 |
|
|
2019
Q3 | $2.99M | Sell |
82,858
-18,701
| -18% | -$669K | ﹤0.01% | 2894 |
|
|
2019
Q2 | $3.4M | Buy |
101,559
+9,303
| +10% | +$295K | ﹤0.01% | 2661 |
|
|
2019
Q1 | $2.72M | Buy |
92,256
+33,099
| +56% | +$945K | ﹤0.01% | 2718 |
|
|
2018
Q4 | $1.63M | Buy |
59,157
+40,265
| +213% | +$1.14M | ﹤0.01% | 3235 |
|
|
2018
Q3 | $559K | Sell |
18,892
-2,755
| -13% | -$81.9K | ﹤0.01% | 4326 |
|
|
2018
Q2 | $600K | Sell |
21,647
-228,797
| -91% | -$6.23M | ﹤0.01% | 4183 |
|
|
2018
Q1 | $6.37M | Sell |
250,444
-312,810
| -56% | -$8.17M | ﹤0.01% | 2093 |
|
|
2017
Q4 | $14.5M | Buy |
563,254
+521,222
| +1,240% | +$13.1M | 0.01% | 1421 |
|
|
2017
Q3 | $1.01M | Buy |
42,032
+30,168
| +254% | +$677K | ﹤0.01% | 3694 |
|
|
2017
Q2 | $255K | Sell |
11,864
-24,504
| -67% | -$525K | ﹤0.01% | 4589 |
|
|
2017
Q1 | $758K | Sell |
36,368
-8,444
| -19% | -$183K | ﹤0.01% | 3745 |
|
|
2016
Q4 | $1M | Buy |
44,812
+11,420
| +34% | +$232K | ﹤0.01% | 3533 |
|
|
2016
Q3 | $630K | Sell |
33,392
-9,208
| -22% | -$170K | ﹤0.01% | 3756 |
|
|
2016
Q2 | $798K | Buy |
42,600
+21,014
| +97% | +$373K | ﹤0.01% | 3565 |
|
|
2016
Q1 | $387K | Sell |
21,586
-13,576
| -39% | -$218K | ﹤0.01% | 3965 |
|
|
2015
Q4 | $565K | Buy |
35,162
+15,546
| +79% | +$249K | ﹤0.01% | 3849 |
|
|
2015
Q3 | $304K | Sell |
19,616
-38,858
| -66% | -$637K | ﹤0.01% | 4292 |
|
|
2015
Q2 | $960K | Sell |
58,474
-15,152
| -21% | -$248K | ﹤0.01% | 3602 |
|
|
2015
Q1 | $1.22M | Buy |
73,626
+23,124
| +46% | +$373K | ﹤0.01% | 3392 |
|
|
2014
Q4 | $831K | Buy |
+50,502
| New | +$811K | ﹤0.01% | 3726 |
|
Other funds holding BRO
VLKIM
UBS Group's BRO Position: Q2 2026 in Review
UBS Group reduced its Brown & Brown (BRO) stake by 8.8% in Q2 2026, selling an estimated $9.97M and leaving 1,691,851 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #1064.
UBS Group first reported a position in BRO in Q4 2014 and has held it in 47 quarters since. The position peaked at $157M in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- UBS Group held 1,691,851 shares of Brown & Brown worth $109M as of Q2 2026.
- UBS Group sold 163,514 Brown & Brown shares in Q2 2026, an estimated $9.97M.
- Brown & Brown made up 0.01% of UBS Group's portfolio in Q2 2026, its #1064 holding.
- UBS Group first reported a position in Brown & Brown in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Brown & Brown position peaked at $157M in Q4 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.