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Facet Wealth Inc’s Brown & Brown BRO Stock Holding History

Facet Wealth Inc’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 		$371K Buy
+5,777
New +$352K 0.01% 267

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

Facet Wealth Inc's BRO Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Brown & Brown (BRO) in Q2 2026: 5,777 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

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

  • Facet Wealth Inc held 5,777 shares of Brown & Brown worth $371K as of Q2 2026.
  • Brown & Brown was a new Facet Wealth Inc position in Q2 2026.
  • Brown & Brown made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #267 holding.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.