FEG
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Financial Enhancement Group’s Brown & Brown BRO Stock Holding History

Financial Enhancement Group’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 		$560K Sell
8,729
-240
-3% -$14.6K 0.07% 102
2026
Q1 		$607K Buy
8,969
+261
+3% +$18.8K 0.08% 100
2025
Q4 		$680K Buy
8,708
+280
+3% +$23.4K 0.09% 102
2025
Q3 		$809K Buy
8,428
+854
+11% +$83.2K 0.11% 96
2025
Q2 		$809K Buy
7,574
+469
+7% +$52.7K 0.12% 95
2025
Q1 		$835K Buy
7,105
+377
+6% +$42.1K 0.13% 85
2024
Q4 		$690K Sell
6,728
-82
-1% -$8.76K 0.11% 88
2024
Q3 		$447K Sell
6,810
-767
-10% -$76.3K 0.09% 100
2024
Q2 		$764K Sell
7,577
-58
-0.8% -$5.04K 0.12% 79
2024
Q1 		$625K Buy
7,635
+15
+0.2% +$1.21K 0.1% 89
2023
Q4 		$567K Buy
7,620
+738
+11% +$52.7K 0.1% 88
2023
Q3 		$480K Sell
6,882
-70
-1% -$4.99K 0.09% 98
2023
Q2 		$492K Buy
6,952
+142
+2% +$9.03K 0.09% 101
2023
Q1 		$447K Sell
6,810
-298
-4% -$17.1K 0.09% 100
2022
Q4 		$419K Sell
7,108
-261
-4% -$15.3K 0.08% 102
2022
Q3 		$446K Buy
7,369
+174
+2% +$10.9K 0.1% 81
2022
Q2 		$420K Buy
7,195
+1,204
+20% +$73.9K 0.09% 80
2022
Q1 		$433K Buy
5,991
+48
+0.8% +$3.22K 0.08% 80
2021
Q4 		$418K Buy
5,943
+665
+13% +$42.9K 0.07% 79
2021
Q3 		$293K Buy
5,278
+239
+5% +$13.3K 0.06% 84
2021
Q2 		$268K Buy
5,039
+381
+8% +$19.6K 0.06% 80
2021
Q1 		$213K Sell
4,658
-87
-2% -$3.99K 0.04% 87
2020
Q4 		$225K Buy
4,745
+128
+3% +$5.89K 0.05% 91
2020
Q3 		$209K Buy
+4,617
New +$206K 0.05% 89

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

Financial Enhancement Group's BRO Position: Q2 2026 in Review

Financial Enhancement Group reduced its Brown & Brown (BRO) stake by 2.7% in Q2 2026, selling an estimated $14.6K and leaving 8,729 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #102.

Financial Enhancement Group first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $835K in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Financial Enhancement Group held 8,729 shares of Brown & Brown worth $560K as of Q2 2026.
  • Financial Enhancement Group sold 240 Brown & Brown shares in Q2 2026, an estimated $14.6K.
  • Brown & Brown made up 0.07% of Financial Enhancement Group's portfolio in Q2 2026, its #102 holding.
  • Financial Enhancement Group first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
  • Financial Enhancement Group's Brown & Brown position peaked at $835K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.