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NEOS Investment Management’s Brown & Brown BRO Stock Holding History

NEOS Investment Management’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 		$3.05M Buy
47,517
+5,820
+14% +$355K 0.01% 457
2026
Q1 		$2.72M Buy
41,697
+10,483
+34% +$756K 0.01% 446
2025
Q4 		$2.49M Buy
31,214
+4,944
+19% +$413K 0.01% 443
2025
Q3 		$2.46M Buy
26,270
+9,015
+52% +$879K 0.02% 409
2025
Q2 		$1.91M Buy
17,255
+3,566
+26% +$401K 0.02% 377
2025
Q1 		$1.7M Buy
13,689
+2,506
+22% +$280K 0.03% 352
2024
Q4 		$1.14M Buy
11,183
+2,483
+29% +$265K 0.03% 384
2024
Q3 		$901K Buy
8,700
+1,624
+23% +$162K 0.03% 394
2024
Q2 		$633K Buy
7,076
+1,992
+39% +$173K 0.03% 409
2024
Q1 		$445K Buy
5,084
+1,823
+56% +$147K 0.03% 408
2023
Q4 		$232K Buy
+3,261
New +$233K 0.02% 465

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

NEOS Investment Management's BRO Position: Q2 2026 in Review

NEOS Investment Management increased its Brown & Brown (BRO) stake by 14% in Q2 2026, buying an estimated $355K and bringing the position to 47,517 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #457.

NEOS Investment Management first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • NEOS Investment Management held 47,517 shares of Brown & Brown worth $3.05M as of Q2 2026.
  • NEOS Investment Management bought 5,820 Brown & Brown shares in Q2 2026, an estimated $355K.
  • Brown & Brown made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #457 holding.
  • NEOS Investment Management first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.