Ken Fisher’s Brown & Brown BRO Stock Holding History

Ken Fisher’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	$396K	Buy	6,173 +3,075	+99%	+$188K	﹤0.01%	864
2026 Q1	$202K	Sell	3,098 -448	-13%	-$32.3K	﹤0.01%	990
2025 Q4	$283K	Buy	+3,546	New	+$296K	﹤0.01%	903

Other funds holding BRO

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

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ken Fisher's BRO Position: Q2 2026 in Review

Ken Fisher increased its Brown & Brown (BRO) stake by 99% in Q2 2026, buying an estimated $188K and bringing the position to 6,173 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Ken Fisher first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Ken Fisher held 6,173 shares of Brown & Brown worth $396K as of Q2 2026.
Ken Fisher bought 3,075 Brown & Brown shares in Q2 2026, an estimated $188K.
Brown & Brown made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #864 holding.
Ken Fisher first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
377 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.