Brighton Jones LLC’s Brown & Brown BRO Stock Holding History

Brighton Jones 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 Q2	$907K	Buy	14,143 +6,556	+86%	+$400K	0.02%	545
2026 Q1	$495K	Buy	+7,587	New	+$547K	0.01%	695
2025 Q4	–	Sell	-17,564	Closed	-$1.65M	–	171
2025 Q3	$1.65M	Buy	17,564 +8,592	+96%	+$837K	0.04%	261
2025 Q2	$995K	Sell	8,972 -325	-3%	-$36.5K	0.03%	323
2025 Q1	$1.16M	Sell	9,297 -793	-8%	-$88.6K	0.04%	240
2024 Q4	$1.03M	Sell	10,090 -521	-5%	-$55.6K	0.03%	253
2024 Q3	$1.1M	Buy	+10,611	New	+$1.06M	0.04%	203

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Brighton Jones LLC's BRO Position: Q2 2026 in Review

Brighton Jones LLC increased its Brown & Brown (BRO) stake by 86% in Q2 2026, buying an estimated $400K and bringing the position to 14,143 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #545.

Brighton Jones LLC first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q3 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Brighton Jones LLC held 14,143 shares of Brown & Brown worth $907K as of Q2 2026.
Brighton Jones LLC bought 6,556 Brown & Brown shares in Q2 2026, an estimated $400K.
Brown & Brown made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #545 holding.
Brighton Jones LLC first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
Brighton Jones LLC's Brown & Brown position peaked at $1.65M in Q3 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.