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Highland Investment Advisors LLC’s Brown & Brown BRO Stock Holding History

Highland Investment Advisors LLC’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 		$3.24K Buy
+51
New +$3.11K ﹤0.01% 454

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Highland Investment Advisors LLC's BRO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Brown & Brown (BRO) in Q2 2026: 51 shares worth $3.24K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

645 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Highland Investment Advisors LLC held 51 shares of Brown & Brown worth $3.24K as of Q2 2026.
  • Brown & Brown was a new Highland Investment Advisors LLC position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #454 holding.
  • 645 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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