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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Jefferies Financial Group's BRO Position: Q1 2026 in Review

Jefferies Financial Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 7,446 shares — an estimated $593K sold.

Jefferies Financial Group first reported a position in BRO in Q2 2023 and held it in 7 quarters. The position peaked at $33.1M in Q2 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Jefferies Financial Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 7,446 Brown & Brown shares in Q1 2026, an estimated $593K.
Jefferies Financial Group first reported a position in Brown & Brown in Q2 2023 and held it in 7 quarters.
Jefferies Financial Group's Brown & Brown position peaked at $33.1M in Q2 2025.
812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.