UBS Group
BRO icon

UBS Group’s Brown & Brown BRO Stock Holding History

UBS 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
2025
Q4 		– Sell
-200
Closed -$18.8K – 10533
2025
Q3 		$18.8K Buy
+200
New +$19.5K ﹤0.01% 8192

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

UBS Group's BRO Position: Q1 2026 in Review

UBS Group reduced its Brown & Brown (BRO) stake by 5.9% in Q1 2026, selling an estimated $8.43M and leaving 1,855,365 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #919.

UBS Group first reported a position in BRO in Q4 2014 and has held it in 46 quarters since. The position peaked at $157M in Q4 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • UBS Group held 1,855,365 shares of Brown & Brown worth $121M as of Q1 2026.
  • UBS Group sold 116,893 Brown & Brown shares in Q1 2026, an estimated $8.43M.
  • Brown & Brown made up 0.02% of UBS Group's portfolio in Q1 2026, its #919 holding.
  • UBS Group first reported a position in Brown & Brown in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Brown & Brown position peaked at $157M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.