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

Burkett 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	$12.8K	Buy	+199	New	+$12.1K	﹤0.01%	168

Other funds holding BRO

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Brown & Brown (BRO) in Q2 2026: 199 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings.

350 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Burkett Financial Services held 199 shares of Brown & Brown worth $12.8K as of Q2 2026.
Brown & Brown was a new Burkett Financial Services position in Q2 2026.
Brown & Brown made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #168 holding.
350 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.