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DecisionPoint Financial’s Brown & Brown BRO Stock Holding History

DecisionPoint 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 		$203 Sell
3
-1
-25% -$61 ﹤0.01% 939
2026
Q1 		$261 Hold
4
– – ﹤0.01% 585
2025
Q4 		$319 Hold
4
– – ﹤0.01% 615
2025
Q3 		$372 Hold
4
– – ﹤0.01% 531
2025
Q2 		$436 Buy
+4
New +$449 ﹤0.01% 479

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 $60.8B AUM 26.63% 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

DecisionPoint Financial's BRO Position: Q2 2026 in Review

DecisionPoint Financial reduced its Brown & Brown (BRO) stake by 25% in Q2 2026, selling an estimated $61 and leaving 3 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #939.

DecisionPoint Financial first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $436 in Q2 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • DecisionPoint Financial held 3 shares of Brown & Brown worth $203 as of Q2 2026.
  • DecisionPoint Financial sold 1 Brown & Brown share in Q2 2026, an estimated $61.
  • Brown & Brown made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #939 holding.
  • DecisionPoint Financial first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Brown & Brown position peaked at $436 in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.