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

Monte 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 		$1.07M Buy
15,165
+4
+0% +$244 0.34% 68
2026
Q1 		$989K Buy
15,161
+3,453
+29% +$249K 0.35% 70
2025
Q4 		$933K Buy
11,708
+907
+8% +$75.7K 0.35% 68
2025
Q3 		$1.01M Buy
10,801
+233
+2% +$22.7K 0.37% 66
2025
Q2 		$1.17M Buy
10,568
+140
+1% +$15.7K 0.46% 61
2025
Q1 		$1.22M Buy
10,428
+170
+2% +$19K 0.54% 52
2024
Q4 		$1.05M Buy
10,258
+2,142
+26% +$229K 0.45% 60
2024
Q3 		$841K Buy
8,116
+61
+0.8% +$6.07K 0.35% 66
2024
Q2 		$720K Buy
8,055
+2,268
+39% +$197K 0.32% 66
2024
Q1 		$507K Buy
+5,787
New +$465K 0.22% 71

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 $3.38T AUM 44.17% 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

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

Monte Financial Group increased its Brown & Brown (BRO) stake by 0.03% in Q2 2026, buying an estimated $244 and bringing the position to 15,165 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #68.

Monte Financial Group first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Monte Financial Group held 15,165 shares of Brown & Brown worth $1.07M as of Q2 2026.
  • Monte Financial Group bought 4 Brown & Brown shares in Q2 2026, an estimated $244.
  • Brown & Brown made up 0.34% of Monte Financial Group's portfolio in Q2 2026, its #68 holding.
  • Monte Financial Group first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • Monte Financial Group's Brown & Brown position peaked at $1.22M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.