Jefferies Financial Group’s Brown & Brown BRO Stock Holding History

Jefferies Financial Group’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	$218K	Buy	+3,399	New	+$207K	﹤0.01%	1453
2026 Q1	–	Sell	-7,446	Closed	-$593K	–	1772
2025 Q4	$593K	Sell	7,446 -14,062	-65%	-$1.17M	﹤0.01%	1280
2025 Q3	$2.02M	Sell	21,508 -277,133	-93%	-$27M	0.01%	639
2025 Q2	$33.1M	Buy	298,641 +274,177	+1,121%	+$30.8M	0.28%	74
2025 Q1	$3.04M	Buy	+24,464	New	+$2.73M	0.03%	441
2024 Q4	–	Sell	-66,785	Closed	-$6.92M	–	1608
2024 Q3	$6.92M	Buy	66,785 +63,000	+1,664%	+$6.27M	0.05%	246
2024 Q2	$338K	Buy	+3,785	New	+$329K	﹤0.01%	1084
2023 Q3	–	Sell	-36,008	Closed	-$2.48M	–	1637
2023 Q2	$2.48M	Buy	+36,008	New	+$2.29M	0.02%	591

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Jefferies Financial Group's BRO Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Brown & Brown (BRO) in Q2 2026: 3,399 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BRO as recently as Q4 2025.

Jefferies Financial Group first reported a position in BRO in Q2 2023 and has held it in 8 quarters since. The position peaked at $33.1M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Jefferies Financial Group held 3,399 shares of Brown & Brown worth $218K as of Q2 2026.
Brown & Brown was a new Jefferies Financial Group position in Q2 2026.
Brown & Brown made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1453 holding.
Jefferies Financial Group first reported a position in Brown & Brown in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Brown & Brown position peaked at $33.1M in Q2 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.