UBS Group
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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
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 $3.38T AUM 44.17% 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

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. 809 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.
  • 809 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.