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Global Retirement Partners’s Brown & Brown BRO Stock Holding History

Global Retirement Partners’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 		$108K Buy
+1,683
New +$103K ﹤0.01% 2003
2025
Q4 		$161K Sell
2,020
-84
-4% -$7.01K ﹤0.01% 1601
2025
Q3 		$197K Sell
2,104
-1,343
-39% -$131K ﹤0.01% 1187
2025
Q2 		$382K Buy
+3,447
New +$387K 0.01% 831
2024
Q4 		$692K Sell
6,782
-10,005
-60% -$1.07M 0.02% 539
2024
Q3 		$1.74M Sell
16,787
-465
-3% -$46.2K 0.05% 312
2024
Q2 		$1.54M Buy
17,252
+15,580
+932% +$1.35M 0.05% 322
2024
Q1 		$146K Buy
1,672
+874
+110% +$70.3K 0.01% 916
2023
Q4 		$59.5K Buy
798
+40
+5% +$2.86K ﹤0.01% 1274
2023
Q3 		$53.3K Buy
758
+208
+38% +$14.8K ﹤0.01% 1241
2023
Q2 		$37.9K Buy
550
+514
+1,428% +$32.7K ﹤0.01% 1408
2023
Q1 		$2.33K Buy
36
+12
+50% +$690 ﹤0.01% 2445
2022
Q4 		$1.37K Sell
24
-19
-44% -$1.11K ﹤0.01% 2493
2022
Q3 		$3K Buy
43
+15
+54% +$944 ﹤0.01% 2071
2022
Q2 		$2K Buy
28
+1
+4% +$61 ﹤0.01% 2161
2022
Q1 		$2K Buy
+27
New +$1.81K ﹤0.01% 2142
2021
Q2 		– Sell
-150
Closed -$7K – 1868
2021
Q1 		$7K Buy
+150
New +$6.88K ﹤0.01% 1373

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Global Retirement Partners's BRO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Brown & Brown (BRO) in Q2 2026: 1,683 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BRO as recently as Q4 2025.

Global Retirement Partners first reported a position in BRO in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.74M in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Global Retirement Partners held 1,683 shares of Brown & Brown worth $108K as of Q2 2026.
  • Brown & Brown was a new Global Retirement Partners position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2003 holding.
  • Global Retirement Partners first reported a position in Brown & Brown in Q1 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Brown & Brown position peaked at $1.74M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.