Zurich Cantonal Bank’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-72,951
Closed -$5.81M 2707
2025
Q4
$5.81M Buy
+72,951
New +$6.09M 0.01% 599

Other funds holding BRO

Zurich Cantonal Bank's BRO Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Brown & Brown (BRO) in Q1 2026: 123,245 shares worth $8.04M. The stake represents 0.02% of the portfolio and ranks #541 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in BRO as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in BRO in Q1 2015 and has held it in 44 quarters since. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Zurich Cantonal Bank held 123,245 shares of Brown & Brown worth $8.04M as of Q1 2026.
  • Brown & Brown was a new Zurich Cantonal Bank position in Q1 2026.
  • Brown & Brown made up 0.02% of Zurich Cantonal Bank's portfolio in Q1 2026, its #541 holding.
  • Zurich Cantonal Bank first reported a position in Brown & Brown in Q1 2015 and has held it in 44 quarters since.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.