UniSuper Management’s Brown & Brown BRO Stock Holding History

UniSuper 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	$1.72M	Sell	26,839 -9,142	-25%	-$558K	0.01%	447
2026 Q1	$2.35M	Buy	35,981 +1,451	+4%	+$105K	0.02%	430
2025 Q4	$2.75M	Sell	34,530 -15	-0%	-$1.25K	0.02%	397
2025 Q3	$3.24M	Buy	34,545 +8,788	+34%	+$856K	0.02%	382
2025 Q2	$2.86M	Buy	25,757 +1,560	+6%	+$175K	0.02%	374
2025 Q1	$3.01M	Sell	24,197 -1,440	-6%	-$161K	0.02%	344
2024 Q4	$2.62M	Buy	25,637 +4,759	+23%	+$508K	0.02%	376
2024 Q3	$2.16M	Buy	20,878 +350	+2%	+$34.8K	0.02%	408
2024 Q2	$1.84M	Buy	20,528 +6,777	+49%	+$588K	0.02%	415
2024 Q1	$1.2M	Buy	13,751 +11,155	+430%	+$897K	0.01%	427
2023 Q4	$185K	Buy	2,596 +896	+53%	+$64K	﹤0.01%	537
2023 Q3	$119K	Hold	1,700	–	–	﹤0.01%	557
2023 Q2	$117K	Buy	+1,700	New	+$108K	﹤0.01%	553

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

UniSuper Management's BRO Position: Q2 2026 in Review

UniSuper Management reduced its Brown & Brown (BRO) stake by 25% in Q2 2026, selling an estimated $558K and leaving 26,839 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #447.

UniSuper Management first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.24M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

UniSuper Management held 26,839 shares of Brown & Brown worth $1.72M as of Q2 2026.
UniSuper Management sold 9,142 Brown & Brown shares in Q2 2026, an estimated $558K.
Brown & Brown made up 0.01% of UniSuper Management's portfolio in Q2 2026, its #447 holding.
UniSuper Management first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's Brown & Brown position peaked at $3.24M in Q3 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.