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

Hughes 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 		$5.84K Buy
91
+17
+23% +$1.04K ﹤0.01% 473
2026
Q1 		$4.83K Sell
74
-76
-51% -$5.48K ﹤0.01% 433
2025
Q4 		$12K Buy
150
+87
+138% +$7.26K ﹤0.01% 284
2025
Q3 		$4.95K Sell
63
-14
-18% -$1.36K ﹤0.01% 395
2025
Q2 		$7.07K Buy
77
+7
+10% +$787 ﹤0.01% 351
2025
Q1 		$8.69K Buy
+70
New +$7.82K ﹤0.01% 336

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

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

Hughes Financial Services increased its Brown & Brown (BRO) stake by 23% in Q2 2026, buying an estimated $1.04K and bringing the position to 91 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Hughes Financial Services first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $12K in Q4 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Hughes Financial Services held 91 shares of Brown & Brown worth $5.84K as of Q2 2026.
  • Hughes Financial Services bought 17 Brown & Brown shares in Q2 2026, an estimated $1.04K.
  • Brown & Brown made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #473 holding.
  • Hughes Financial Services first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Brown & Brown position peaked at $12K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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