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Legacy Financial Strategies’s Brown & Brown BRO Stock Holding History

Legacy Financial Strategies’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 		$2.09M Sell
32,531
-4,443
-12% -$271K 0.32% 44
2026
Q1 		$2.41M Buy
36,974
+2,762
+8% +$199K 0.44% 38
2025
Q4 		$2.73M Sell
34,212
-1,772
-5% -$148K 0.48% 35
2025
Q3 		$3.37M Buy
35,984
+2,174
+6% +$212K 0.61% 31
2025
Q2 		$3.75M Sell
33,810
-1,991
-6% -$224K 0.74% 21
2025
Q1 		$4.45M Sell
35,801
-6,172
-15% -$690K 0.97% 16
2024
Q4 		$4.22M Sell
41,973
-1,653
-4% -$177K 0.91% 16
2024
Q3 		$4.52M Sell
43,626
-199
-0.5% -$19.8K 1% 15
2024
Q2 		$3.95M Buy
43,825
+3,215
+8% +$279K 0.95% 16
2024
Q1 		$3.56M Sell
40,610
-58
-0.1% -$4.66K 0.92% 15
2023
Q4 		$2.89M Sell
40,668
-88
-0.2% -$6.29K 0.82% 22
2023
Q3 		$2.92M Buy
40,756
+1,113
+3% +$79.4K 0.94% 16
2023
Q2 		$2.73M Buy
39,643
+3,029
+8% +$193K 0.91% 16
2023
Q1 		$2.1M Buy
36,614
+6,340
+21% +$364K 0.78% 28
2022
Q4 		$1.72M Buy
30,274
+1,927
+7% +$113K 0.71% 36
2022
Q3 		$1.71M Buy
28,347
+2,816
+11% +$177K 0.8% 24
2022
Q2 		$1.49M Buy
+25,531
New +$1.57M 0.74% 30

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

Legacy Financial Strategies's BRO Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Brown & Brown (BRO) stake by 12% in Q2 2026, selling an estimated $271K and leaving 32,531 shares worth $2.09M. The position accounts for 0.32% of the portfolio, ranked #44.

Legacy Financial Strategies first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.52M in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Legacy Financial Strategies held 32,531 shares of Brown & Brown worth $2.09M as of Q2 2026.
  • Legacy Financial Strategies sold 4,443 Brown & Brown shares in Q2 2026, an estimated $271K.
  • Brown & Brown made up 0.32% of Legacy Financial Strategies's portfolio in Q2 2026, its #44 holding.
  • Legacy Financial Strategies first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
  • Legacy Financial Strategies's Brown & Brown position peaked at $4.52M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.