DF
BRO icon

Dunhill Financial’s Brown & Brown BRO Stock Holding History

Dunhill 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 		$2.25K Buy
35
+15
+75% +$915 ﹤0.01% 829
2026
Q1 		$1.36K Buy
20
+1
+5% +$72 ﹤0.01% 896
2025
Q4 		$1.5K Buy
19
+2
+12% +$167 ﹤0.01% 787
2025
Q3 		$1.62K Hold
17
– – ﹤0.01% 725
2025
Q2 		$1.91K Hold
17
– – ﹤0.01% 693
2025
Q1 		$2.17K Sell
17
-11
-39% -$1.23K ﹤0.01% 717
2024
Q4 		$2.88K Buy
28
+11
+65% +$1.18K ﹤0.01% 653
2024
Q3 		$1.81K Hold
17
– – ﹤0.01% 733
2024
Q2 		$1.53K Hold
17
– – ﹤0.01% 623
2024
Q1 		$1.46K Buy
17
+3
+21% +$241 ﹤0.01% 568
2023
Q4 		$997 Buy
+14
New +$1K ﹤0.01% 607

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

Dunhill Financial's BRO Position: Q2 2026 in Review

Dunhill Financial increased its Brown & Brown (BRO) stake by 75% in Q2 2026, buying an estimated $915 and bringing the position to 35 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Dunhill Financial first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88K in Q4 2024. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Dunhill Financial held 35 shares of Brown & Brown worth $2.25K as of Q2 2026.
  • Dunhill Financial bought 15 Brown & Brown shares in Q2 2026, an estimated $915.
  • Brown & Brown made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #829 holding.
  • Dunhill Financial first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Brown & Brown position peaked at $2.88K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.