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LRI Investments’s Brown & Brown BRO Stock Holding History

LRI Investments’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 		$34.2K Buy
534
+510
+2,125% +$31.1K ﹤0.01% 623
2026
Q1 		$1.53K Hold
24
– – ﹤0.01% 1285
2025
Q4 		$1.88K Hold
24
– – ﹤0.01% 1211
2025
Q3 		$2.21K Hold
24
– – ﹤0.01% 1187
2025
Q2 		$2.61K Buy
24
+1
+4% +$112 ﹤0.01% 1131
2025
Q1 		$2.86K Hold
23
– – ﹤0.01% 1051
2024
Q4 		$2.35K Hold
23
– – ﹤0.01% 1067
2024
Q3 		$2.52K Hold
23
– – ﹤0.01% 1048
2024
Q2 		$2.06K Hold
23
– – ﹤0.01% 1053
2024
Q1 		$2.01K Buy
+23
New +$1.85K ﹤0.01% 747

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

LRI Investments's BRO Position: Q2 2026 in Review

LRI Investments increased its Brown & Brown (BRO) stake by 2,125% in Q2 2026, buying an estimated $31.1K and bringing the position to 534 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

LRI Investments first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • LRI Investments held 534 shares of Brown & Brown worth $34.2K as of Q2 2026.
  • LRI Investments bought 510 Brown & Brown shares in Q2 2026, an estimated $31.1K.
  • Brown & Brown made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #623 holding.
  • LRI Investments first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.