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

Horizon 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 		$40.7K Buy
635
+330
+108% +$20.1K 0.02% 166
2026
Q1 		$19.9K Buy
305
+264
+644% +$19K 0.01% 181
2025
Q4 		$3.27K Sell
41
-42
-51% -$3.5K ﹤0.01% 278
2025
Q3 		$7.79K Buy
83
+71
+592% +$6.92K ﹤0.01% 215
2025
Q2 		$1.33K Hold
12
– – ﹤0.01% 251
2025
Q1 		$1.49K Buy
+12
New +$1.34K ﹤0.01% 187

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Horizon Financial Services increased its Brown & Brown (BRO) stake by 108% in Q2 2026, buying an estimated $20.1K and bringing the position to 635 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #166.

Horizon Financial Services first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Horizon Financial Services held 635 shares of Brown & Brown worth $40.7K as of Q2 2026.
  • Horizon Financial Services bought 330 Brown & Brown shares in Q2 2026, an estimated $20.1K.
  • Brown & Brown made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #166 holding.
  • Horizon Financial Services first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.