FPF
BRO icon

First Pacific Financial’s Brown & Brown BRO Stock Holding History

First Pacific Financial’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 		– Sell
-112
Closed -$7.3K – 529
2026
Q1 		$7.3K Buy
112
+76
+211% +$5.48K ﹤0.01% 408
2025
Q4 		$2.87K Sell
36
-40
-53% -$3.34K ﹤0.01% 432
2025
Q3 		$7.13K Buy
76
+8
+12% +$780 ﹤0.01% 351
2025
Q2 		$7.54K Buy
68
+24
+55% +$2.7K ﹤0.01% 343
2025
Q1 		$5.47K Hold
44
– – ﹤0.01% 358
2024
Q4 		$4.49K Buy
44
+6
+16% +$641 ﹤0.01% 329
2024
Q3 		$3.94K Buy
38
+2
+6% +$199 ﹤0.01% 330
2024
Q2 		$3.22K Buy
36
+33
+1,100% +$2.87K ﹤0.01% 328
2024
Q1 		$263 Hold
3
– – ﹤0.01% 419
2023
Q4 		$214 Buy
+3
New +$214 ﹤0.01% 379

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Pacific Financial's BRO Position: Q2 2026 in Review

First Pacific Financial sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 112 shares — an estimated $7.3K sold.

First Pacific Financial first reported a position in BRO in Q4 2023 and held it in 10 quarters. The position peaked at $7.54K in Q2 2025. 233 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • First Pacific Financial reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 112 Brown & Brown shares in Q2 2026, an estimated $7.3K.
  • First Pacific Financial first reported a position in Brown & Brown in Q4 2023 and held it in 10 quarters.
  • First Pacific Financial's Brown & Brown position peaked at $7.54K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.