Zurich Insurance Group’s Brown & Brown BRO Stock Holding History

Zurich Insurance Group’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
2025 Q2	–	Sell	-193,221	Closed	-$24M	–	265
2025 Q1	$24M	Sell	193,221 -232,926	-55%	-$26M	0.19%	112
2024 Q4	$43.5M	Sell	426,147 -220,427	-34%	-$23.5M	0.35%	83
2024 Q3	$67M	Buy	646,574 +465,988	+258%	+$46.3M	0.57%	59
2024 Q2	$16.1M	Buy	+180,586	New	+$15.7M	0.14%	115
2018 Q4	–	Sell	-141,102	Closed	-$4.17M	–	455
2018 Q3	$4.17M	Sell	141,102 -38,754	-22%	-$1.15M	0.09%	252
2018 Q2	$4.99M	Buy	+179,856	New	+$4.9M	0.11%	245
2017 Q4	–	Sell	-50,924	Closed	-$1.23M	–	573
2017 Q3	$1.23M	Buy	+50,924	New	+$1.14M	0.03%	486
2016 Q3	–	Sell	-58,322	Closed	-$1.09M	–	395
2016 Q2	$1.09M	Buy	+58,322	New	+$1.04M	0.04%	324

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zurich Insurance Group's BRO Position: Q2 2025 in Review

Zurich Insurance Group sold out of Brown & Brown (BRO) in Q2 2025, closing a stake of 193,221 shares — an estimated $24M sold.

Zurich Insurance Group first reported a position in BRO in Q2 2016 and held it in 8 quarters. The position peaked at $67M in Q3 2024. 931 funds tracked by Wall St. Rank hold BRO as of Q2 2025.

Zurich Insurance Group reported no remaining Brown & Brown position as of Q2 2025 after selling out during the quarter.
Zurich Insurance Group sold 193,221 Brown & Brown shares in Q2 2025, an estimated $24M.
Zurich Insurance Group first reported a position in Brown & Brown in Q2 2016 and held it in 8 quarters.
Zurich Insurance Group's Brown & Brown position peaked at $67M in Q3 2024.
931 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.