GKFF
BRO icon

George Kaiser Family Foundation’s Brown & Brown BRO Stock Holding History

George Kaiser Family Foundation’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 		$242K Hold
3,768
– – 0.02% 98
2026
Q1 		$246K Hold
3,768
– – 0.03% 69
2025
Q4 		$300K Hold
3,768
– – 0.04% 64
2025
Q3 		$353K Hold
3,768
– – 0.05% 63
2025
Q2 		$418K Buy
3,768
+1,102
+41% +$124K 0.06% 53
2025
Q1 		$332K Buy
+2,666
New +$298K 0.05% 21

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

George Kaiser Family Foundation's BRO Position: Q2 2026 in Review

George Kaiser Family Foundation held its Brown & Brown (BRO) position steady in Q2 2026 at 3,768 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #98.

George Kaiser Family Foundation first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • George Kaiser Family Foundation held 3,768 shares of Brown & Brown worth $242K as of Q2 2026.
  • George Kaiser Family Foundation left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.02% of George Kaiser Family Foundation's portfolio in Q2 2026, its #98 holding.
  • George Kaiser Family Foundation first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • George Kaiser Family Foundation's Brown & Brown position peaked at $418K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.