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Union Bancaire Privee’s Brown & Brown BRO Stock Holding History

Union Bancaire Privee’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 		– Sell
-378
Closed -$18.7K – 498
2026
Q1 		$18.7K Buy
+378
New +$27.2K ﹤0.01% 463

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 $3.37T AUM 44.26% 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

Union Bancaire Privee's BRO Position: Q2 2026 in Review

Union Bancaire Privee sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 378 shares — an estimated $18.7K sold.

Union Bancaire Privee first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $18.7K in Q1 2026. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Union Bancaire Privee reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 378 Brown & Brown shares in Q2 2026, an estimated $18.7K.
  • Union Bancaire Privee first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • Union Bancaire Privee's Brown & Brown position peaked at $18.7K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.