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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
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

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

Bare Financial Services's BRO Position: Q2 2026 in Review

Bare Financial Services increased its Brown & Brown (BRO) stake by 179% in Q2 2026, buying an estimated $5.12K and bringing the position to 131 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Bare Financial Services first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Bare Financial Services held 131 shares of Brown & Brown worth $8.4K as of Q2 2026.
  • Bare Financial Services bought 84 Brown & Brown shares in Q2 2026, an estimated $5.12K.
  • Brown & Brown made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #656 holding.
  • Bare Financial Services first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.