3 Factor Indexing’s Brown & Brown BRO Stock Holding History

3 Factor Indexing’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 Q2	–	Sell	-1	Closed	-$66	–	445
2026 Q1	$66	Buy	+1	New	+$72	﹤0.01%	444

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

3 Factor Indexing's BRO Position: Q2 2026 in Review

3 Factor Indexing sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 1 share — an estimated $66 sold.

3 Factor Indexing first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $66 in Q1 2026. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

3 Factor Indexing reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
3 Factor Indexing sold 1 Brown & Brown share in Q2 2026, an estimated $66.
3 Factor Indexing first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
3 Factor Indexing's Brown & Brown position peaked at $66 in Q1 2026.
761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.