ZIG
BRO icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return