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Keel Point’s Brown & Brown BRO Stock Holding History

Keel Point’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 		$249K Buy
+3,884
New +$237K 0.01% 425
2025
Q4 		– Sell
-2,212
Closed -$207K – 542
2025
Q3 		$207K Buy
+2,212
New +$216K 0.01% 491

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

Keel Point's BRO Position: Q2 2026 in Review

Keel Point opened a new position in Brown & Brown (BRO) in Q2 2026: 3,884 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Keel Point previously reported a position in BRO as recently as Q3 2025.

Keel Point first reported a position in BRO in Q3 2025 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Keel Point held 3,884 shares of Brown & Brown worth $249K as of Q2 2026.
  • Brown & Brown was a new Keel Point position in Q2 2026.
  • Brown & Brown made up 0.01% of Keel Point's portfolio in Q2 2026, its #425 holding.
  • Keel Point first reported a position in Brown & Brown in Q3 2025 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.