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PRINCIPAL FINANCIAL GROUP INC → BRO
PRINCIPAL FINANCIAL GROUP INC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
19
Latest value
$684M
Q3 2026
Peak value
$1.4B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38K |
| Q3 2025 | $60.6M |
| Q3 2025 | $1.4B |
| Q3 2025 | $955K |
| Q4 2025 | $618K |
| Q4 2025 | $1.2B |
| Q4 2025 | $56.8M |
| Q1 2026 | $49M |
| Q1 2026 | $31K |
| Q1 2026 | $542K |
| Q1 2026 | $968.3M |
| Q2 2026 | $50.2M |
| Q2 2026 | $204K |
| Q2 2026 | $958.1M |
| Q2 2026 | $34K |
| Q3 2026 | $35.1M |
| Q3 2026 | $28K |
| Q3 2026 | $270K |
| Q3 2026 | $684M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $684M | 11.23M | — | — |
| Q3 2026 | $270K | 4.4K | — | — |
| Q3 2026 | $28K | 457 | — | — |
| Q3 2026 | $35.1M | 576.5K | — | — |
| Q2 2026 | $34K | 524 | — | — |
| Q2 2026 | $958.1M | 14.94M | — | — |
| Q2 2026 | $204K | 3.2K | — | — |
| Q2 2026 | $50.2M | 782.4K | — | — |
| Q1 2026 | $968.3M | 14.85M | — | — |
| Q1 2026 | $542K | 8.3K | — | — |
| Q1 2026 | $31K | 471 | — | — |
| Q1 2026 | $49M | 751.7K | — | — |
| Q4 2025 | $56.8M | 712.1K | — | — |
| Q4 2025 | $1.2B | 14.64M | — | — |
| Q4 2025 | $618K | 7.8K | — | — |
| Q3 2025 | $955K | 10.2K | — | — |
| Q3 2025 | $1.4B | 14.76M | — | — |
| Q3 2025 | $60.6M | 645.9K | — | — |
| Q3 2025 | $38K | 396 | — | — |