Universal-Beteiligungs- und Servicegesellschaft’s Brown & Brown BRO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$6.7M	Sell	103,529 -30,006	-22%	-$1.83M	0.01%	816
2026 Q1	$8.76M	Sell	133,535 -38,983	-23%	-$2.81M	0.02%	653
2025 Q4	$13.8M	Buy	172,518 +20,380	+13%	+$1.7M	0.02%	501
2025 Q3	$14.3M	Buy	152,138 +14,868	+11%	+$1.45M	0.02%	491
2025 Q2	$15.2M	Buy	137,270 +4,089	+3%	+$459K	0.03%	450
2025 Q1	$16.6M	Sell	133,181 -36,644	-22%	-$4.09M	0.03%	412
2024 Q4	$17.3M	Buy	+169,825	New	+$18.1M	0.03%	395

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's BRO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Brown & Brown (BRO) stake by 22% in Q2 2026, selling an estimated $1.83M and leaving 103,529 shares worth $6.7M. The position accounts for 0.01% of the portfolio, ranked #816.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q4 2024. 561 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 103,529 shares of Brown & Brown worth $6.7M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 30,006 Brown & Brown shares in Q2 2026, an estimated $1.83M.
Brown & Brown made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #816 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Brown & Brown position peaked at $17.3M in Q4 2024.
561 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.