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Essential Partners’s Brown & Brown BRO Stock Holding History

Essential Partners’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 		$210K Buy
3,272
+3,270
+163,500% +$199K 0.1% 214
2026
Q1 		$130 Sell
2
-5
-71% -$360 ﹤0.01% 2682
2025
Q4 		$558 Sell
7
-2,050
-100% -$171K ﹤0.01% 2198
2025
Q3 		$193K Buy
2,057
+2,043
+14,593% +$199K 0.06% 326
2025
Q2 		$1.55K Buy
+14
New +$1.57K ﹤0.01% 1395

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

Essential Partners's BRO Position: Q2 2026 in Review

Essential Partners increased its Brown & Brown (BRO) stake by 163,500% in Q2 2026, buying an estimated $199K and bringing the position to 3,272 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #214.

Essential Partners first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Essential Partners held 3,272 shares of Brown & Brown worth $210K as of Q2 2026.
  • Essential Partners bought 3,270 Brown & Brown shares in Q2 2026, an estimated $199K.
  • Brown & Brown made up 0.1% of Essential Partners's portfolio in Q2 2026, its #214 holding.
  • Essential Partners first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.