AmeriFlex Group’s Brown & Brown BRO Stock Holding History

AmeriFlex 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
2026 Q2	$719K	Sell	11,207 -6,318	-36%	-$385K	0.29%	67
2026 Q1	$1.14M	Hold	17,525	–	–	0.58%	33
2025 Q4	$1.4M	Sell	17,525 -17,655	-50%	-$1.47M	0.73%	26
2025 Q3	$3.3M	Buy	35,180 +17,590	+100%	+$1.71M	1.24%	17
2025 Q2	$1.92M	Hold	17,590	–	–	1.01%	19
2025 Q1	$2.19M	Sell	17,590 -55	-0.3%	-$6.15K	0.89%	22
2024 Q4	$1.85M	Buy	+17,645	New	+$1.88M	0.85%	22

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 $60.8B AUM 26.63% 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

AmeriFlex Group's BRO Position: Q2 2026 in Review

AmeriFlex Group reduced its Brown & Brown (BRO) stake by 36% in Q2 2026, selling an estimated $385K and leaving 11,207 shares worth $719K. The position accounts for 0.29% of the portfolio, ranked #67.

AmeriFlex Group first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q3 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

AmeriFlex Group held 11,207 shares of Brown & Brown worth $719K as of Q2 2026.
AmeriFlex Group sold 6,318 Brown & Brown shares in Q2 2026, an estimated $385K.
Brown & Brown made up 0.29% of AmeriFlex Group's portfolio in Q2 2026, its #67 holding.
AmeriFlex Group first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Brown & Brown position peaked at $3.3M in Q3 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.