Kelleher Financial Advisors’s Brown & Brown BRO Stock Holding History

Kelleher Financial Advisors’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	$1.2M	Sell	18,680 -23,368	-56%	-$1.43M	0.17%	107
2026 Q1	$4.66M	Buy	+42,048	New	+$3.03M	1.18%	15
2025 Q4	–	Sell	-42,048	Closed	-$3.94M	–	713
2025 Q3	$3.94M	Hold	42,048	–	–	0.99%	21
2025 Q2	$4.66M	Hold	42,048	–	–	1.62%	11
2025 Q1	$5.23M	Sell	42,048 -21	-0%	-$2.35K	2.08%	9
2024 Q4	$4.29M	Buy	42,069 +21	+0%	+$2.24K	1.62%	11
2024 Q3	$4.36M	Hold	42,048	–	–	1.66%	12
2024 Q2	$3.76M	Hold	42,048	–	–	1.54%	11
2024 Q1	$3.68M	Hold	42,048	–	–	1.53%	13
2023 Q4	$2.99M	Hold	42,048	–	–	1.4%	14
2023 Q3	$2.94M	Hold	42,048	–	–	1.51%	13
2023 Q2	$2.89M	Hold	42,048	–	–	1.67%	12
2023 Q1	$2.41M	Hold	42,048	–	–	1.59%	12
2022 Q4	$2.4M	Hold	42,048	–	–	1.8%	8
2022 Q3	$2.54M	Hold	42,048	–	–	1.82%	8
2022 Q2	$2.45M	Hold	42,048	–	–	1.1%	14
2022 Q1	$3.04M	Buy	42,048 +8,889	+27%	+$596K	1.68%	10
2021 Q4	$2.33M	Buy	33,159 +3,159	+11%	+$204K	1.24%	15
2021 Q3	$1.66M	Hold	30,000	–	–	0.73%	28
2021 Q2	$1.59M	Hold	30,000	–	–	0.9%	22
2021 Q1	$1.37M	Hold	30,000	–	–	0.88%	23
2020 Q4	$1.42M	Hold	30,000	–	–	1.07%	16
2020 Q3	$1.36M	Hold	30,000	–	–	1.13%	16
2020 Q2	$1.22M	Hold	30,000	–	–	1.17%	17
2020 Q1	$1.09M	Hold	30,000	–	–	1.3%	14
2019 Q4	$1.18M	Hold	30,000	–	–	1.19%	19
2019 Q3	$1.08M	Hold	30,000	–	–	1.32%	16
2019 Q2	$1M	Buy	+30,000	New	+$951K	1.24%	18

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Kelleher Financial Advisors's BRO Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Brown & Brown (BRO) stake by 56% in Q2 2026, selling an estimated $1.43M and leaving 18,680 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #107.

Kelleher Financial Advisors first reported a position in BRO in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.23M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Kelleher Financial Advisors held 18,680 shares of Brown & Brown worth $1.2M as of Q2 2026.
Kelleher Financial Advisors sold 23,368 Brown & Brown shares in Q2 2026, an estimated $1.43M.
Brown & Brown made up 0.17% of Kelleher Financial Advisors's portfolio in Q2 2026, its #107 holding.
Kelleher Financial Advisors first reported a position in Brown & Brown in Q2 2019 and has held it in 28 quarters since.
Kelleher Financial Advisors's Brown & Brown position peaked at $5.23M in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.