LPL Financial’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6M | Sell |
196,094
-80,937
| -29% | -$4.94M | ﹤0.01% | 1932 |
|
|
2026
Q1 | $18.1M | Sell |
277,031
-413
| -0.1% | -$29.8K | ﹤0.01% | 1542 |
|
|
2025
Q4 | $22.1M | Buy |
277,444
+15,663
| +6% | +$1.31M | 0.01% | 1349 |
|
|
2025
Q3 | $24.6M | Sell |
261,781
-13,845
| -5% | -$1.35M | 0.01% | 1235 |
|
|
2025
Q2 | $30.6M | Sell |
275,626
-5,946
| -2% | -$668K | 0.01% | 1014 |
|
|
2025
Q1 | $35M | Buy |
281,572
+63,724
| +29% | +$7.12M | 0.01% | 863 |
|
|
2024
Q4 | $22.2M | Buy |
217,848
+50,837
| +30% | +$5.43M | 0.01% | 1025 |
|
|
2024
Q3 | $17.3M | Buy |
167,011
+5,865
| +4% | +$583K | 0.01% | 1115 |
|
|
2024
Q2 | $14.4M | Buy |
161,146
+3,757
| +2% | +$326K | 0.01% | 1139 |
|
|
2024
Q1 | $13.8M | Sell |
157,389
-14,811
| -9% | -$1.19M | 0.01% | 1131 |
|
|
2023
Q4 | $12.2M | Buy |
172,200
+8,451
| +5% | +$604K | 0.01% | 1131 |
|
|
2023
Q3 | $11.4M | Buy |
163,749
+12,152
| +8% | +$867K | 0.01% | 1089 |
|
|
2023
Q2 | $10.4M | Buy |
151,597
+45,514
| +43% | +$2.89M | 0.01% | 1111 |
|
|
2023
Q1 | $6.09M | Buy |
106,083
+34,636
| +48% | +$1.99M | ﹤0.01% | 1388 |
|
|
2022
Q4 | $4.07M | Sell |
71,447
-31,220
| -30% | -$1.83M | ﹤0.01% | 1585 |
|
|
2022
Q3 | $6.21M | Buy |
102,667
+10,490
| +11% | +$660K | 0.01% | 1227 |
|
|
2022
Q2 | $5.38M | Buy |
92,177
+8,594
| +10% | +$527K | 0.01% | 1343 |
|
|
2022
Q1 | $6.04M | Sell |
83,583
-7,655
| -8% | -$513K | 0.01% | 1321 |
|
|
2021
Q4 | $6.41M | Buy |
91,238
+11,479
| +14% | +$740K | 0.01% | 1294 |
|
|
2021
Q3 | $4.42M | Buy |
79,759
+11,568
| +17% | +$645K | ﹤0.01% | 1487 |
|
|
2021
Q2 | $3.62M | Buy |
68,191
+2,695
| +4% | +$139K | ﹤0.01% | 1570 |
|
|
2021
Q1 | $2.99M | Buy |
65,496
+7,386
| +13% | +$339K | ﹤0.01% | 1574 |
|
|
2020
Q4 | $2.75M | Buy |
58,110
+12,112
| +26% | +$558K | ﹤0.01% | 1475 |
|
|
2020
Q3 | $2.08M | Buy |
45,998
+30,957
| +206% | +$1.38M | ﹤0.01% | 1425 |
|
|
2020
Q2 | $613K | Buy |
15,041
+691
| +5% | +$26.7K | ﹤0.01% | 2206 |
|
|
2020
Q1 | $520K | Buy |
14,350
+1,882
| +15% | +$79.6K | ﹤0.01% | 2067 |
|
|
2019
Q4 | $492K | Buy |
12,468
+3,525
| +39% | +$132K | ﹤0.01% | 2386 |
|
|
2019
Q3 | $322K | Sell |
8,943
-30
| -0.3% | -$1.07K | ﹤0.01% | 2617 |
|
|
2019
Q2 | $301K | Sell |
8,973
-730
| -8% | -$23.1K | ﹤0.01% | 2693 |
|
|
2019
Q1 | $286K | Sell |
9,703
-11,667
| -55% | -$333K | ﹤0.01% | 2677 |
|
|
2018
Q4 | $589K | Sell |
21,370
-2,173
| -9% | -$61.4K | ﹤0.01% | 1917 |
|
|
2018
Q3 | $696K | Buy |
23,543
+157
| +0.7% | +$4.67K | ﹤0.01% | 1957 |
|
|
2018
Q2 | $648K | Buy |
23,386
+531
| +2% | +$14.5K | ﹤0.01% | 1969 |
|
|
2018
Q1 | $581K | Buy |
+22,855
| New | +$597K | ﹤0.01% | 2012 |
|
|
2016
Q2 | – | Sell |
-12,514
| Closed | -$219K | – | 2657 |
|
|
2016
Q1 | $219K | Sell |
12,514
-2,630
| -17% | -$42.2K | ﹤0.01% | 2735 |
|
|
2015
Q4 | $242K | Buy |
+15,144
| New | +$242K | ﹤0.01% | 2693 |
|
|
2015
Q1 | – | Sell |
-33,382
| Closed | -$549K | – | 2793 |
|
|
2014
Q4 | $549K | Sell |
33,382
-2,438
| -7% | -$39.2K | ﹤0.01% | 1705 |
|
|
2014
Q3 | $573K | Buy |
35,820
+12,156
| +51% | +$192K | ﹤0.01% | 1675 |
|
|
2014
Q2 | $363K | Hold |
23,664
| – | – | ﹤0.01% | 2054 |
|
|
2014
Q1 | $364K | Sell |
23,664
-3,900
| -14% | -$59.9K | ﹤0.01% | 1999 |
|
|
2013
Q4 | $433K | Hold |
27,564
| – | – | ﹤0.01% | 1825 |
|
|
2013
Q3 | $460K | Hold |
27,564
| – | – | ﹤0.01% | 1713 |
|
|
2013
Q2 | $444K | Buy |
+27,564
| New | +$436K | ﹤0.01% | 1644 |
|
Other funds holding BRO
VLKIM
LPL Financial's BRO Position: Q2 2026 in Review
LPL Financial reduced its Brown & Brown (BRO) stake by 29% in Q2 2026, selling an estimated $4.94M and leaving 196,094 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.
LPL Financial first reported a position in BRO in Q2 2013 and has held it in 43 quarters since. The position peaked at $35M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- LPL Financial held 196,094 shares of Brown & Brown worth $12.6M as of Q2 2026.
- LPL Financial sold 80,937 Brown & Brown shares in Q2 2026, an estimated $4.94M.
- Brown & Brown made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1932 holding.
- LPL Financial first reported a position in Brown & Brown in Q2 2013 and has held it in 43 quarters since.
- LPL Financial's Brown & Brown position peaked at $35M in Q1 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.