BFSG LLC
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BFSG LLC’s Brown & Brown BRO Stock Holding History

BFSG LLC’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 		$1.28K Buy
+21
New +$1.44K ﹤0.01% 817

Other funds holding BRO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFSG LLC's BRO Position: Q3 2026 in Review

BFSG LLC opened a new position in Brown & Brown (BRO) in Q3 2026: 21 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

488 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • BFSG LLC held 21 shares of Brown & Brown worth $1.28K as of Q3 2026.
  • Brown & Brown was a new BFSG LLC position in Q3 2026.
  • Brown & Brown made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #817 holding.
  • 488 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.