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Elser Financial Planning’s Brown & Brown BRO Stock Holding History

Elser Financial Planning’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 		$1.89M Sell
29,501
-11
-0% -$671 0.08% 42
2026
Q1 		$1.92M Sell
29,512
-21
-0.1% -$1.51K 0.09% 39
2025
Q4 		$2.35M Buy
29,533
+4
+0% +$334 1.7% 11
2025
Q3 		$2.76M Sell
29,529
-25
-0.1% -$2.44K 3.32% 8
2025
Q2 		$3.28M Sell
29,554
-6
-0% -$674 4.09% 5
2025
Q1 		$3.68M Sell
29,560
-6,275
-18% -$701K 5.09% 4
2024
Q4 		$3.66M Sell
35,835
-2,994
-8% -$320K 0.22% 21
2024
Q3 		$4.02M Sell
38,829
-950
-2% -$94.5K 5.84% 3
2024
Q2 		$3.56M Buy
+39,779
New +$3.45M 0.59% 17

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 $59.9B AUM 27.01% 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

Elser Financial Planning's BRO Position: Q2 2026 in Review

Elser Financial Planning reduced its Brown & Brown (BRO) stake by 0.04% in Q2 2026, selling an estimated $671 and leaving 29,501 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #42.

Elser Financial Planning first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.02M in Q3 2024. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Elser Financial Planning held 29,501 shares of Brown & Brown worth $1.89M as of Q2 2026.
  • Elser Financial Planning sold 11 Brown & Brown shares in Q2 2026, an estimated $671.
  • Brown & Brown made up 0.08% of Elser Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Elser Financial Planning first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
  • Elser Financial Planning's Brown & Brown position peaked at $4.02M in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.