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Hantz Financial Services’s Brown & Brown BRO Stock Holding History

Hantz Financial Services’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 		$742K Buy
11,561
+6,998
+153% +$427K 0.01% 599
2026
Q1 		$298K Sell
4,563
-61,708
-93% -$4.45M ﹤0.01% 850
2025
Q4 		$5.28M Sell
66,271
-12,540
-16% -$1.05M 0.08% 187
2025
Q3 		$7.39M Sell
78,811
-12,585
-14% -$1.23M 0.11% 161
2025
Q2 		$10.1M Sell
91,396
-12,559
-12% -$1.41M 0.16% 116
2025
Q1 		$12.9M Sell
103,955
-3,425
-3% -$383K 0.23% 84
2024
Q4 		$11M Buy
107,380
+154
+0.1% +$16.4K 0.19% 112
2024
Q3 		$11.1M Sell
107,226
-631
-0.6% -$62.8K 0.2% 110
2024
Q2 		$9.64M Buy
107,857
+575
+0.5% +$49.9K 0.19% 134
2024
Q1 		$9.39M Sell
107,282
-5,180
-5% -$416K 0.18% 145
2023
Q4 		$8M Buy
+112,462
New +$8.04M 0.17% 169
2022
Q1 		– Sell
-61
Closed -$4K – 1034
2021
Q4 		$4K Buy
+61
New +$3.94K ﹤0.01% 774

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 $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

Hantz Financial Services's BRO Position: Q2 2026 in Review

Hantz Financial Services increased its Brown & Brown (BRO) stake by 153% in Q2 2026, buying an estimated $427K and bringing the position to 11,561 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #599.

Hantz Financial Services first reported a position in BRO in Q4 2021 and has held it in 12 quarters since. The position peaked at $12.9M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Hantz Financial Services held 11,561 shares of Brown & Brown worth $742K as of Q2 2026.
  • Hantz Financial Services bought 6,998 Brown & Brown shares in Q2 2026, an estimated $427K.
  • Brown & Brown made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #599 holding.
  • Hantz Financial Services first reported a position in Brown & Brown in Q4 2021 and has held it in 12 quarters since.
  • Hantz Financial Services's Brown & Brown position peaked at $12.9M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.