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BOK Financial’s Brown & Brown BRO Stock Holding History

BOK Financial’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 		$20K Buy
312
+137
+78% +$8.36K ﹤0.01% 928
2026
Q1 		$11.4K Buy
+175
New +$12.6K ﹤0.01% 951
2025
Q4 		– Sell
-156
Closed -$14.6K – 1023
2025
Q3 		$14.6K Sell
156
-21,481
-99% -$2.09M ﹤0.01% 990
2025
Q2 		$2.4M Buy
21,637
+6,463
+43% +$726K 0.04% 316
2025
Q1 		$1.89M Sell
15,174
-1,906
-11% -$213K 0.03% 348
2024
Q4 		$1.74M Sell
17,080
-656
-4% -$70K 0.03% 367
2024
Q3 		$1.86M Sell
17,736
-67
-0.4% -$6.66K 0.03% 352
2024
Q2 		$1.59M Buy
17,803
+17,797
+296,617% +$1.54M 0.03% 400
2024
Q1 		$518 Buy
6
+2
+50% +$161 ﹤0.01% 1111
2023
Q4 		$284 Hold
4
– – ﹤0.01% 1207
2023
Q3 		$278 Buy
+4
New +$285 ﹤0.01% 1123
2022
Q2 		– Sell
-19,072
Closed -$1.38M – 916
2022
Q1 		$1.38M Buy
+19,072
New +$1.28M 0.02% 500
2021
Q1 		– Sell
-25,964
Closed -$1.23M – 907
2020
Q4 		$1.23M Buy
25,964
+1,648
+7% +$75.9K 0.02% 472
2020
Q3 		$1.1M Sell
24,316
-1,927
-7% -$85.9K 0.02% 443
2020
Q2 		$1.07M Buy
+26,243
New +$1.01M 0.03% 449

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 $59.9B AUM 27.01% 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

BOK Financial's BRO Position: Q2 2026 in Review

BOK Financial increased its Brown & Brown (BRO) stake by 78% in Q2 2026, buying an estimated $8.36K and bringing the position to 312 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

BOK Financial first reported a position in BRO in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.4M in Q2 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • BOK Financial held 312 shares of Brown & Brown worth $20K as of Q2 2026.
  • BOK Financial bought 137 Brown & Brown shares in Q2 2026, an estimated $8.36K.
  • Brown & Brown made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #928 holding.
  • BOK Financial first reported a position in Brown & Brown in Q2 2020 and has held it in 15 quarters since.
  • BOK Financial's Brown & Brown position peaked at $2.4M in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.