Vontobel Holding
BRO icon

Vontobel Holding’s Brown & Brown BRO Stock Holding History

Vontobel Holding’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
Q1 		$378K Buy
5,802
+615
+12% +$44.3K ﹤0.01% 932
2025
Q4 		$413K Sell
5,187
-2,002
-28% -$167K ﹤0.01% 1054
2025
Q3 		$674K Buy
7,189
+2,388
+50% +$233K ﹤0.01% 845
2025
Q2 		$532K Buy
4,801
+138
+3% +$15.5K ﹤0.01% 873
2025
Q1 		$580K Sell
4,663
-449
-9% -$50.2K ﹤0.01% 741
2024
Q4 		$522K Buy
5,112
+607
+13% +$64.8K ﹤0.01% 776
2024
Q3 		$467K Sell
4,505
-143
-3% -$14.2K ﹤0.01% 801
2024
Q2 		$416K Sell
4,648
-430
-8% -$37.3K ﹤0.01% 824
2024
Q1 		$445K Sell
5,078
-197
-4% -$15.8K ﹤0.01% 813
2023
Q4 		$375K Hold
5,275
– – ﹤0.01% 873
2023
Q3 		$368K Sell
5,275
-400
-7% -$28.5K ﹤0.01% 844
2023
Q2 		$391K Hold
5,675
– – ﹤0.01% 856
2023
Q1 		$326K Buy
5,675
+458
+9% +$26.3K ﹤0.01% 873
2022
Q4 		$295K Buy
5,217
+618
+13% +$36.1K ﹤0.01% 891
2022
Q3 		$280K Sell
4,599
-223
-5% -$14K ﹤0.01% 868
2022
Q2 		$279K Sell
4,822
-728
-13% -$44.7K ﹤0.01% 861
2022
Q1 		$404K Buy
5,550
+1,502
+37% +$101K ﹤0.01% 848
2021
Q4 		$283K Buy
4,048
+154
+4% +$9.93K ﹤0.01% 937
2021
Q3 		$216K Hold
3,894
– – ﹤0.01% 1018
2021
Q2 		$209K Buy
+3,894
New +$200K ﹤0.01% 1029
2021
Q1 		– Sell
-4,597
Closed -$210K – 1003
2020
Q4 		$210K Buy
+4,597
New +$212K ﹤0.01% 891

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Vontobel Holding's BRO Position: Q1 2026 in Review

Vontobel Holding increased its Brown & Brown (BRO) stake by 12% in Q1 2026, buying an estimated $44.3K and bringing the position to 5,802 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Vontobel Holding first reported a position in BRO in Q4 2020 and has held it in 21 quarters since. The position peaked at $674K in Q3 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Vontobel Holding held 5,802 shares of Brown & Brown worth $378K as of Q1 2026.
  • Vontobel Holding bought 615 Brown & Brown shares in Q1 2026, an estimated $44.3K.
  • Brown & Brown made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #932 holding.
  • Vontobel Holding first reported a position in Brown & Brown in Q4 2020 and has held it in 21 quarters since.
  • Vontobel Holding's Brown & Brown position peaked at $674K in Q3 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.