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HFM Investment Advisors’s Brown & Brown BRO Stock Holding History

HFM Investment Advisors’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 		$321 Buy
+5
New +$305 ﹤0.01% 1113
2026
Q1 		– Sell
-17
Closed -$1.35K – 1221
2025
Q4 		$1.35K Buy
17
+10
+143% +$834 ﹤0.01% 369
2025
Q3 		$657 Sell
7
-2
-22% -$195 ﹤0.01% 546
2025
Q2 		$998 Buy
9
+5
+125% +$562 ﹤0.01% 356
2025
Q1 		$498 Buy
+4
New +$447 ﹤0.01% 287

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

HFM Investment Advisors's BRO Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 5 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in BRO as recently as Q4 2025.

HFM Investment Advisors first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.35K in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Brown & Brown worth $321 as of Q2 2026.
  • Brown & Brown was a new HFM Investment Advisors position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1113 holding.
  • HFM Investment Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Brown & Brown position peaked at $1.35K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.