Financial Management Professionals’s Brown & Brown BRO Stock Holding History

Financial Management Professionals’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	$898	Sell	14 -10	-42%	-$610	﹤0.01%	884
2026 Q1	$1.56K	Buy	24 +10	+71%	+$721	﹤0.01%	764
2025 Q4	$1.12K	Hold	14	–	–	﹤0.01%	785
2025 Q3	$1.31K	Hold	14	–	–	﹤0.01%	756
2025 Q2	$1.55K	Sell	14 -21	-60%	-$2.36K	﹤0.01%	781
2025 Q1	$4.35K	Buy	35 +21	+150%	+$2.35K	﹤0.01%	652
2024 Q4	$1.43K	Hold	14	–	–	﹤0.01%	767
2024 Q3	$1K	Hold	14	–	–	﹤0.01%	791
2024 Q2	$1K	Hold	14	–	–	﹤0.01%	750
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	814
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	807
2023 Q3	$1K	Hold	14	–	–	﹤0.01%	756
2023 Q2	$1K	Hold	14	–	–	﹤0.01%	792
2023 Q1	$1K	Buy	+14	New	+$805	﹤0.01%	851
2022 Q2	–	Sell	-8	Closed	-$1K	–	944
2022 Q1	$1K	Buy	8 +4	+100%	+$268	﹤0.01%	844
2021 Q4	$0	Buy	+4	New	+$258	﹤0.01%	964
2021 Q3	–	Sell	-29	Closed	-$2K	–	944
2021 Q2	$2K	Buy	+29	New	+$1.49K	﹤0.01%	647

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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 Management Professionals's BRO Position: Q2 2026 in Review

Financial Management Professionals reduced its Brown & Brown (BRO) stake by 42% in Q2 2026, selling an estimated $610 and leaving 14 shares worth $898. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Financial Management Professionals first reported a position in BRO in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.35K in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Financial Management Professionals held 14 shares of Brown & Brown worth $898 as of Q2 2026.
Financial Management Professionals sold 10 Brown & Brown shares in Q2 2026, an estimated $610.
Brown & Brown made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #884 holding.
Financial Management Professionals first reported a position in Brown & Brown in Q2 2021 and has held it in 17 quarters since.
Financial Management Professionals's Brown & Brown position peaked at $4.35K in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.