Larson Financial Group’s Brown & Brown BRO Stock Holding History

Larson Financial Group’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	$307K	Buy	4,785 +3,204	+203%	+$195K	0.01%	695
2026 Q1	$103K	Buy	1,581 +856	+118%	+$61.7K	﹤0.01%	980
2025 Q4	$57.8K	Sell	725 -102	-12%	-$8.51K	﹤0.01%	1166
2025 Q3	$77.5K	Sell	827 -526	-39%	-$51.3K	﹤0.01%	994
2025 Q2	$150K	Sell	1,353 -62	-4%	-$6.97K	0.01%	725
2025 Q1	$176K	Buy	1,415 +1,094	+341%	+$122K	0.01%	648
2024 Q4	$32.8K	Buy	321 +49	+18%	+$5.23K	﹤0.01%	1039
2024 Q3	$28.2K	Sell	272 -260	-49%	-$25.9K	﹤0.01%	1086
2024 Q2	$47.6K	Buy	532 +211	+66%	+$18.3K	﹤0.01%	824
2024 Q1	$28.1K	Sell	321 -22	-6%	-$1.77K	﹤0.01%	820
2023 Q4	$24.4K	Hold	343	–	–	﹤0.01%	800
2023 Q3	$24K	Sell	343 -4,481	-93%	-$320K	﹤0.01%	770
2023 Q2	$332K	Buy	4,824 +37	+0.8%	+$2.35K	0.03%	242
2023 Q1	$275K	Buy	4,787 +3	+0.1%	+$172	0.03%	276
2022 Q4	$273K	Buy	4,784 +32	+0.7%	+$1.87K	0.03%	258
2022 Q3	$287K	Buy	4,752 +4,559	+2,362%	+$287K	0.04%	230
2022 Q2	$11K	Buy	+193	New	+$11.8K	﹤0.01%	684

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

Larson Financial Group's BRO Position: Q2 2026 in Review

Larson Financial Group increased its Brown & Brown (BRO) stake by 203% in Q2 2026, buying an estimated $195K and bringing the position to 4,785 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #695.

Larson Financial Group first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. The position peaked at $332K in Q2 2023. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Larson Financial Group held 4,785 shares of Brown & Brown worth $307K as of Q2 2026.
Larson Financial Group bought 3,204 Brown & Brown shares in Q2 2026, an estimated $195K.
Brown & Brown made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #695 holding.
Larson Financial Group first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
Larson Financial Group's Brown & Brown position peaked at $332K in Q2 2023.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.