Key Financial Inc’s Brown & Brown BRO Stock Holding History

Key Financial Inc’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	$5.39K	Hold	84	–	–	﹤0.01%	1005
2026 Q1	$5.48K	Sell	84 -10	-11%	-$721	﹤0.01%	1018
2025 Q4	$7.49K	Sell	94 -103	-52%	-$8.59K	﹤0.01%	954
2025 Q3	$18.3K	Buy	197 +10	+5%	+$975	﹤0.01%	727
2025 Q2	$20.7K	Hold	187	–	–	﹤0.01%	688
2025 Q1	$23.3K	Hold	187	–	–	0.01%	628
2024 Q4	$19.1K	Buy	187 +103	+123%	+$11K	﹤0.01%	665
2024 Q3	$8.7K	Hold	84	–	–	﹤0.01%	838
2024 Q2	$7.51K	Hold	84	–	–	﹤0.01%	847
2024 Q1	$7.35K	Hold	84	–	–	﹤0.01%	836
2023 Q4	$5.97K	Hold	84	–	–	﹤0.01%	875
2023 Q3	$5.87K	Hold	84	–	–	﹤0.01%	851
2023 Q2	$5.78K	Buy	+84	New	+$5.34K	﹤0.01%	879

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 $60.8B AUM 26.63% 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

Key Financial Inc's BRO Position: Q2 2026 in Review

Key Financial Inc held its Brown & Brown (BRO) position steady in Q2 2026 at 84 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Key Financial Inc first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.3K in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Key Financial Inc held 84 shares of Brown & Brown worth $5.39K as of Q2 2026.
Key Financial Inc left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1005 holding.
Key Financial Inc first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Brown & Brown position peaked at $23.3K in Q1 2025.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.