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Jones Kertz & Associates’s Brown & Brown BRO Stock Holding History

Jones Kertz & Associates’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 		$1.55M Sell
24,090
-1,770
-7% -$108K 0.71% 39
2026
Q1 		$1.69M Buy
+25,860
New +$1.86M 0.9% 36

Other funds holding BRO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jones Kertz & Associates's BRO Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Brown & Brown (BRO) stake by 6.8% in Q2 2026, selling an estimated $108K and leaving 24,090 shares worth $1.55M. The position accounts for 0.71% of the portfolio, ranked #39.

Jones Kertz & Associates first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69M in Q1 2026. 377 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Jones Kertz & Associates held 24,090 shares of Brown & Brown worth $1.55M as of Q2 2026.
  • Jones Kertz & Associates sold 1,770 Brown & Brown shares in Q2 2026, an estimated $108K.
  • Brown & Brown made up 0.71% of Jones Kertz & Associates's portfolio in Q2 2026, its #39 holding.
  • Jones Kertz & Associates first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Jones Kertz & Associates's Brown & Brown position peaked at $1.69M in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.