Action Point Financial Planning’s Brown & Brown BRO Stock Holding History

Action Point Financial Planning’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	$2.95K	Buy	+50	New	+$3.05K	﹤0.01%	2067

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Action Point Financial Planning's BRO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Brown & Brown (BRO) in Q2 2026: 50 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings.

800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Action Point Financial Planning held 50 shares of Brown & Brown worth $2.95K as of Q2 2026.
Brown & Brown was a new Action Point Financial Planning position in Q2 2026.
Brown & Brown made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2067 holding.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.