Bare Financial Services
BRO icon

Bare Financial Services’s Brown & Brown BRO Stock Holding History

Bare Financial Services’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
Q3 		$8.16K Buy
134
+3
+2% +$206 ﹤0.01% 711
2026
Q2 		$8.4K Buy
131
+84
+179% +$5.12K ﹤0.01% 656
2026
Q1 		$3.06K Buy
+47
New +$3.39K ﹤0.01% 843
2025
Q4 		– Sell
-6
Closed -$563 – 1557
2025
Q3 		$563 Sell
6
-2
-25% -$195 ﹤0.01% 1223
2025
Q2 		$887 Hold
8
– – ﹤0.01% 953
2025
Q1 		$995 Buy
+8
New +$894 ﹤0.01% 540

Other funds holding BRO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bare Financial Services's BRO Position: Q3 2026 in Review

Bare Financial Services increased its Brown & Brown (BRO) stake by 2.3% in Q3 2026, buying an estimated $206 and bringing the position to 134 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Bare Financial Services first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.4K in Q2 2026. 435 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Bare Financial Services held 134 shares of Brown & Brown worth $8.16K as of Q3 2026.
  • Bare Financial Services bought 3 Brown & Brown shares in Q3 2026, an estimated $206.
  • Brown & Brown made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #711 holding.
  • Bare Financial Services first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Brown & Brown position peaked at $8.4K in Q2 2026.
  • 435 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.