Jones Financial Companies’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$115M Buy
1,795,003
+86,867
+5% +$5.3M 0.05% 217
2026
Q1
$108M Buy
1,708,136
+1,633,553
+2,190% +$118M 0.05% 189
2025
Q4
$5.95M Buy
74,583
+459
+0.6% +$38.3K ﹤0.01% 590
2025
Q3
$6.95M Buy
74,124
+23,506
+46% +$2.29M ﹤0.01% 488
2025
Q2
$5.55M Buy
50,618
+45,053
+810% +$5.06M ﹤0.01% 473
2025
Q1
$684K Buy
5,565
+1,648
+42% +$184K ﹤0.01% 1010
2024
Q4
$400K Buy
3,917
+1,787
+84% +$191K ﹤0.01% 1084
2024
Q3
$219K Buy
2,130
+1,746
+455% +$174K ﹤0.01% 1100
2024
Q2
$34.3K Buy
384
+252
+191% +$21.9K ﹤0.01% 1381
2024
Q1
$11.6K Buy
+132
New +$10.6K ﹤0.01% 1032
2023
Q1
Sell
-98
Closed -$6K 601
2022
Q4
$6K Buy
+98
New +$5.73K ﹤0.01% 518

Other funds holding BRO

Jones Financial Companies's BRO Position: Q2 2026 in Review

Jones Financial Companies increased its Brown & Brown (BRO) stake by 5.1% in Q2 2026, buying an estimated $5.3M and bringing the position to 1,795,003 shares worth $115M. The position accounts for 0.05% of the portfolio, ranked #217.

Jones Financial Companies first reported a position in BRO in Q4 2022 and has held it in 11 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Jones Financial Companies held 1,795,003 shares of Brown & Brown worth $115M as of Q2 2026.
  • Jones Financial Companies bought 86,867 Brown & Brown shares in Q2 2026, an estimated $5.3M.
  • Brown & Brown made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #217 holding.
  • Jones Financial Companies first reported a position in Brown & Brown in Q4 2022 and has held it in 11 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.