Y-Intercept (HK)’s Brown & Brown BRO Stock Holding History

Y-Intercept (HK)’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 Q3	$6.22M	Buy	+102,073	New	+$7.02M	0.14%	174
2026 Q2	–	Sell	-56,477	Closed	-$3.68M	–	1739
2026 Q1	$3.68M	Sell	56,477 -55,448	-50%	-$4M	0.07%	446
2025 Q4	$8.92M	Buy	111,925 +100,135	+849%	+$8.35M	0.2%	88
2025 Q3	$1.11M	Buy	+11,790	New	+$1.15M	0.03%	936
2024 Q3	–	Sell	-13,965	Closed	-$1.25M	–	1333
2024 Q2	$1.25M	Buy	+13,965	New	+$1.21M	0.07%	403
2023 Q2	–	Sell	-23,698	Closed	-$1.36M	–	1287
2023 Q1	$1.36M	Buy	23,698 +15,085	+175%	+$867K	0.16%	180
2022 Q4	$491K	Buy	8,613 +4,812	+127%	+$281K	0.07%	441
2022 Q3	$230K	Buy	+3,801	New	+$239K	0.02%	777
2021 Q1	–	Sell	-4,648	Closed	-$215K	–	633
2020 Q4	$215K	Buy	+4,648	New	+$214K	0.09%	434

Other funds holding BRO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Y-Intercept (HK)'s BRO Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Brown & Brown (BRO) in Q3 2026: 102,073 shares worth $6.22M. The stake represents 0.14% of the portfolio and ranks #174 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BRO as recently as Q1 2026.

Y-Intercept (HK) first reported a position in BRO in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.92M in Q4 2025. 623 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Y-Intercept (HK) held 102,073 shares of Brown & Brown worth $6.22M as of Q3 2026.
Brown & Brown was a new Y-Intercept (HK) position in Q3 2026.
Brown & Brown made up 0.14% of Y-Intercept (HK)'s portfolio in Q3 2026, its #174 holding.
Y-Intercept (HK) first reported a position in Brown & Brown in Q4 2020 and has held it in 9 quarters since.
Y-Intercept (HK)'s Brown & Brown position peaked at $8.92M in Q4 2025.
623 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.