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Keating Financial Advisory Services’s Brown & Brown BRO Stock Holding History

Keating Financial Advisory Services’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 		$23.4K Buy
365
+289
+380% +$17.6K ﹤0.01% 925
2026
Q1 		$4.96K Buy
76
+23
+43% +$1.66K ﹤0.01% 1448
2025
Q4 		$4.22K Buy
+53
New +$4.42K ﹤0.01% 1335

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 $60.8B AUM 26.63% 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

Keating Financial Advisory Services's BRO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Brown & Brown (BRO) stake by 380% in Q2 2026, buying an estimated $17.6K and bringing the position to 365 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Keating Financial Advisory Services first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Keating Financial Advisory Services held 365 shares of Brown & Brown worth $23.4K as of Q2 2026.
  • Keating Financial Advisory Services bought 289 Brown & Brown shares in Q2 2026, an estimated $17.6K.
  • Brown & Brown made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #925 holding.
  • Keating Financial Advisory Services first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.