Janney Montgomery Scott
BRO icon

Janney Montgomery Scott’s Brown & Brown BRO Stock Holding History

Janney Montgomery Scott’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 		$9.36M Sell
145,937
-12,794
-8% -$780K 0.02% 706
2026
Q1 		$10.4M Buy
158,731
+28,972
+22% +$2.09M 0.03% 574
2025
Q4 		$10.3M Buy
129,759
+5,894
+5% +$492K 0.02% 609
2025
Q3 		$11.6M Buy
123,865
+2,996
+2% +$292K 0.03% 542
2025
Q2 		$13.4M Sell
120,869
-144,358
-54% -$16.2M 0.04% 449
2025
Q1 		$33M Sell
265,227
-28,383
-10% -$3.17M 0.09% 213
2024
Q4 		$30M Sell
293,610
-25,668
-8% -$2.74M 0.08% 230
2024
Q3 		$33.1M Sell
319,278
-5,806
-2% -$577K 0.09% 221
2024
Q2 		$29.1M Buy
325,084
+157,645
+94% +$13.7M 0.09% 236
2024
Q1 		$14.7M Sell
167,439
-28,393
-14% -$2.28M 0.04% 416
2023
Q4 		$13.9M Sell
195,832
-8,722
-4% -$623K 0.05% 399
2023
Q3 		$14.3M Sell
204,554
-3,861
-2% -$275K 0.05% 333
2023
Q2 		$14.3M Buy
208,415
+2,792
+1% +$178K 0.05% 350
2023
Q1 		$11.8M Buy
205,623
+40,275
+24% +$2.31M 0.05% 362
2022
Q4 		$9.42M Buy
165,348
+28,551
+21% +$1.67M 0.04% 453
2022
Q3 		$8.27M Buy
136,797
+12,223
+10% +$769K 0.04% 449
2022
Q2 		$7.26M Buy
124,574
+22,334
+22% +$1.37M 0.03% 466
2022
Q1 		$7.39M Buy
102,240
+43,956
+75% +$2.95M 0.03% 472
2021
Q4 		$4.1M Sell
58,284
-3,375
-5% -$218K 0.02% 685
2021
Q3 		$3.42M Buy
61,659
+38,269
+164% +$2.13M 0.01% 728
2021
Q2 		$1.24M Buy
23,390
+24
+0.1% +$1.23K 0.01% 1165
2021
Q1 		$1.07M Hold
23,366
– – 0.01% 1159
2020
Q4 		$1.11M Buy
23,366
+256
+1% +$11.8K 0.01% 1133
2020
Q3 		$1.05M Sell
23,110
-316
-1% -$14.1K 0.01% 1076
2020
Q2 		$955K Sell
23,426
-237
-1% -$9.14K 0.01% 1058
2020
Q1 		$857K Buy
23,663
+16,401
+226% +$693K 0.01% 985
2019
Q4 		$287K Buy
7,262
+468
+7% +$17.6K ﹤0.01% 1734
2019
Q3 		$245K Buy
+6,794
New +$243K ﹤0.01% 1794
2014
Q4 		– Sell
-16,724
Closed -$269K – 2327
2014
Q3 		$269K Buy
+16,724
New +$265K 0.01% 1745

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

Janney Montgomery Scott's BRO Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Brown & Brown (BRO) stake by 8.1% in Q2 2026, selling an estimated $780K and leaving 145,937 shares worth $9.36M. The position accounts for 0.02% of the portfolio, ranked #706.

Janney Montgomery Scott first reported a position in BRO in Q3 2014 and has held it in 29 quarters since. The position peaked at $33.1M in Q3 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Janney Montgomery Scott held 145,937 shares of Brown & Brown worth $9.36M as of Q2 2026.
  • Janney Montgomery Scott sold 12,794 Brown & Brown shares in Q2 2026, an estimated $780K.
  • Brown & Brown made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #706 holding.
  • Janney Montgomery Scott first reported a position in Brown & Brown in Q3 2014 and has held it in 29 quarters since.
  • Janney Montgomery Scott's Brown & Brown position peaked at $33.1M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.