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Johnson Financial Group Inc (Wisconsin)’s Brown & Brown BRO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$36.7K Sell
572
-17
-3% -$1.04K ﹤0.01% 510
2026
Q1 		$38.4K Sell
589
-505
-46% -$36.4K ﹤0.01% 503
2025
Q4 		$87.2K Sell
1,094
-819
-43% -$68.3K ﹤0.01% 429
2025
Q3 		$179K Buy
1,913
+1,517
+383% +$148K 0.01% 369
2025
Q2 		$43.9K Sell
396
-413
-51% -$46.4K ﹤0.01% 473
2025
Q1 		$101K Buy
809
+530
+190% +$59.2K ﹤0.01% 485
2024
Q4 		$29.2K Buy
279
+235
+534% +$25.1K ﹤0.01% 559
2024
Q3 		$4.56K Buy
+44
New +$4.38K ﹤0.01% 805
2023
Q3 		– Sell
-3,231
Closed -$222K – 642
2023
Q2 		$222K Buy
+3,231
New +$206K 0.02% 257

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

Johnson Financial Group Inc (Wisconsin)'s BRO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Brown & Brown (BRO) stake by 2.9% in Q2 2026, selling an estimated $1.04K and leaving 572 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Johnson Financial Group Inc (Wisconsin) first reported a position in BRO in Q2 2023 and has held it in 9 quarters since. The position peaked at $222K in Q2 2023. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 572 shares of Brown & Brown worth $36.7K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 17 Brown & Brown shares in Q2 2026, an estimated $1.04K.
  • Brown & Brown made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #510 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Brown & Brown in Q2 2023 and has held it in 9 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Brown & Brown position peaked at $222K in Q2 2023.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.