Baird Financial Group
BRO icon

Baird Financial Group’s Brown & Brown BRO Stock Holding History

Baird Financial 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 		$11.5M Sell
179,480
-24,527
-12% -$1.5M 0.02% 570
2026
Q1 		$13.3M Buy
204,007
+22,844
+13% +$1.65M 0.02% 482
2025
Q4 		$14.4M Buy
181,163
+1,774
+1% +$148K 0.02% 452
2025
Q3 		$16.8M Buy
179,389
+589
+0.3% +$57.4K 0.03% 414
2025
Q2 		$19.8M Buy
178,800
+3,582
+2% +$403K 0.03% 366
2025
Q1 		$21.8M Sell
175,218
-3,041
-2% -$340K 0.04% 332
2024
Q4 		$18.2M Sell
178,259
-8,160
-4% -$871K 0.03% 377
2024
Q3 		$19.3M Sell
186,419
-1,724
-0.9% -$171K 0.04% 342
2024
Q2 		$16.8M Buy
188,143
+1,240
+0.7% +$108K 0.03% 364
2024
Q1 		$16.4M Buy
186,903
+1,324
+0.7% +$106K 0.03% 368
2023
Q4 		$13.2M Sell
185,579
-877
-0.5% -$62.7K 0.03% 409
2023
Q3 		$13M Buy
186,456
+1,808
+1% +$129K 0.04% 373
2023
Q2 		$12.7M Buy
184,648
+3,499
+2% +$223K 0.03% 393
2023
Q1 		$10.4M Sell
181,149
-13,093
-7% -$752K 0.03% 416
2022
Q4 		$11.1M Sell
194,242
-13,908
-7% -$813K 0.03% 412
2022
Q3 		$12.6M Buy
208,150
+8,739
+4% +$550K 0.04% 372
2022
Q2 		$11.6M Buy
199,411
+39,496
+25% +$2.42M 0.03% 406
2022
Q1 		$11.6M Buy
159,915
+3,775
+2% +$253K 0.03% 413
2021
Q4 		$11M Buy
156,140
+8,864
+6% +$572K 0.03% 417
2021
Q3 		$8.17M Buy
147,276
+10,686
+8% +$596K 0.02% 471
2021
Q2 		$7.26M Buy
136,590
+4,138
+3% +$213K 0.02% 491
2021
Q1 		$6.05M Buy
132,452
+29,688
+29% +$1.36M 0.02% 523
2020
Q4 		$4.87M Buy
102,764
+1,223
+1% +$56.3K 0.01% 553
2020
Q3 		$4.6M Buy
101,541
+14,588
+17% +$651K 0.02% 508
2020
Q2 		$3.54M Buy
+86,953
New +$3.35M 0.01% 567

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

Baird Financial Group's BRO Position: Q2 2026 in Review

Baird Financial Group reduced its Brown & Brown (BRO) stake by 12% in Q2 2026, selling an estimated $1.5M and leaving 179,480 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #570.

Baird Financial Group first reported a position in BRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Baird Financial Group held 179,480 shares of Brown & Brown worth $11.5M as of Q2 2026.
  • Baird Financial Group sold 24,527 Brown & Brown shares in Q2 2026, an estimated $1.5M.
  • Brown & Brown made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #570 holding.
  • Baird Financial Group first reported a position in Brown & Brown in Q2 2020 and has held it in 25 quarters since.
  • Baird Financial Group's Brown & Brown position peaked at $21.8M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.