Compass Financial Management’s Brown & Brown BRO Stock Holding History

Compass Financial Management’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	$274K	Buy	+4,278	New	+$261K	0.03%	367

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $59.9B AUM 27.01% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Compass Financial Management's BRO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Brown & Brown (BRO) in Q2 2026: 4,278 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings.

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

Compass Financial Management held 4,278 shares of Brown & Brown worth $274K as of Q2 2026.
Brown & Brown was a new Compass Financial Management position in Q2 2026.
Brown & Brown made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #367 holding.
761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.