Franklin Resources’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.95M | Sell |
123,853
-2,475
| -2% | -$151K | ﹤0.01% | 1388 |
|
|
2026
Q1 | $8.24M | Buy |
126,328
+1,042
| +0.8% | +$75.1K | ﹤0.01% | 1317 |
|
|
2025
Q4 | $9.99M | Buy |
125,286
+1,924
| +2% | +$161K | ﹤0.01% | 1162 |
|
|
2025
Q3 | $11.6M | Buy |
123,362
+2,797
| +2% | +$273K | ﹤0.01% | 1119 |
|
|
2025
Q2 | $13.4M | Buy |
120,565
+1,493
| +1% | +$168K | ﹤0.01% | 1041 |
|
|
2025
Q1 | $14.8M | Buy |
119,072
+275
| +0.2% | +$30.7K | ﹤0.01% | 989 |
|
|
2024
Q4 | $12.1M | Buy |
118,797
+9,631
| +9% | +$1.03M | ﹤0.01% | 1062 |
|
|
2024
Q3 | $11.6M | Buy |
109,166
+21,574
| +25% | +$2.15M | ﹤0.01% | 1066 |
|
|
2024
Q2 | $7.83M | Buy |
87,592
+36,272
| +71% | +$3.15M | ﹤0.01% | 1157 |
|
|
2024
Q1 | $4.49M | Buy |
51,320
+27,696
| +117% | +$2.23M | ﹤0.01% | 1385 |
|
|
2023
Q4 | $1.68M | Sell |
23,624
-15,712
| -40% | -$1.12M | ﹤0.01% | 1451 |
|
|
2023
Q3 | $2.75M | Sell |
39,336
-21,907
| -36% | -$1.56M | ﹤0.01% | 1277 |
|
|
2023
Q2 | $4.22M | Sell |
61,243
-27,509
| -31% | -$1.75M | ﹤0.01% | 1159 |
|
|
2023
Q1 | $5.1M | Sell |
88,752
-7,457
| -8% | -$429K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $5.48M | Sell |
96,209
-2,038
| -2% | -$119K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $5.94M | Sell |
98,247
-1,628
| -2% | -$102K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $5.83M | Sell |
99,875
-15,302
| -13% | -$939K | ﹤0.01% | 1077 |
|
|
2022
Q1 | $8.32M | Buy |
115,177
+23,402
| +25% | +$1.57M | ﹤0.01% | 1058 |
|
|
2021
Q4 | $6.45M | Buy |
91,775
+5,300
| +6% | +$342K | ﹤0.01% | 1164 |
|
|
2021
Q3 | $4.79M | Buy |
86,475
+14,807
| +21% | +$825K | ﹤0.01% | 1208 |
|
|
2021
Q2 | $3.81M | Buy |
71,668
+5,423
| +8% | +$279K | ﹤0.01% | 1202 |
|
|
2021
Q1 | $3.03M | Buy |
66,245
+5,945
| +10% | +$273K | ﹤0.01% | 1234 |
|
|
2020
Q4 | $2.86M | Buy |
60,300
+6,177
| +11% | +$284K | ﹤0.01% | 1214 |
|
|
2020
Q3 | $2.45M | Buy |
54,123
+43,897
| +429% | +$1.96M | ﹤0.01% | 1174 |
|
|
2020
Q2 | $459K | Buy |
+10,226
| New | +$394K | ﹤0.01% | 1399 |
|
|
2015
Q2 | – | Sell |
-1,750,400
| Closed | -$29M | – | 1603 |
|
|
2015
Q1 | $29M | Buy |
1,750,400
+9,860
| +0.6% | +$159K | 0.01% | 796 |
|
|
2014
Q4 | $28.6M | Buy |
1,740,540
+1,700
| +0.1% | +$27.3K | 0.01% | 779 |
|
|
2014
Q3 | $28M | Sell |
1,738,840
-8,720
| -0.5% | -$138K | 0.01% | 773 |
|
|
2014
Q2 | $26.8M | Buy |
1,747,560
+839,080
| +92% | +$12.6M | 0.01% | 794 |
|
|
2014
Q1 | $14M | Buy |
+908,480
| New | +$14M | 0.01% | 946 |
|
Other funds holding BRO
VLKIM
Franklin Resources's BRO Position: Q2 2026 in Review
Franklin Resources reduced its Brown & Brown (BRO) stake by 2% in Q2 2026, selling an estimated $151K and leaving 123,853 shares worth $7.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1388.
Franklin Resources first reported a position in BRO in Q1 2014 and has held it in 30 quarters since. The position peaked at $29M in Q1 2015. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Franklin Resources held 123,853 shares of Brown & Brown worth $7.95M as of Q2 2026.
- Franklin Resources sold 2,475 Brown & Brown shares in Q2 2026, an estimated $151K.
- Brown & Brown made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1388 holding.
- Franklin Resources first reported a position in Brown & Brown in Q1 2014 and has held it in 30 quarters since.
- Franklin Resources's Brown & Brown position peaked at $29M in Q1 2015.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.