Y.D. More Investments’s Brown & Brown BRO Stock Holding History

Y.D. More Investments’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	$40	Buy	188 +1	+0.5%	+$61	﹤0.01%	498
2026 Q1	$39	Sell	187 -25	-12%	-$1.8K	﹤0.01%	463
2025 Q4	$53	Sell	212 -10	-5%	-$834	﹤0.01%	458
2025 Q3	$63	Buy	222 +6	+3%	+$585	﹤0.01%	439
2025 Q2	$70	Sell	216 -119	-36%	-$13.4K	﹤0.01%	428
2025 Q1	$112	Buy	335 +41	+14%	+$4.58K	﹤0.01%	440
2024 Q4	$82	Buy	294 +162	+123%	+$17.3K	﹤0.01%	433
2024 Q3	$37	Buy	132 +7	+6%	+$696	﹤0.01%	419
2024 Q2	$30	Buy	+125	New	+$10.9K	﹤0.01%	434

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

Y.D. More Investments's BRO Position: Q2 2026 in Review

Y.D. More Investments increased its Brown & Brown (BRO) stake by 0.53% in Q2 2026, buying an estimated $61 and bringing the position to 188 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Y.D. More Investments first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $112 in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Y.D. More Investments held 188 shares of Brown & Brown worth $40 as of Q2 2026.
Y.D. More Investments bought 1 Brown & Brown share in Q2 2026, an estimated $61.
Brown & Brown made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #498 holding.
Y.D. More Investments first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's Brown & Brown position peaked at $112 in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.