NFP Retirement Inc’s Brown & Brown BRO Stock Holding History

NFP Retirement Inc’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	$430K	Buy	6,698 +16	+0.2%	+$976	0.02%	221
2026 Q1	$436K	Sell	6,682 -53	-0.8%	-$3.82K	0.03%	212
2025 Q4	$537K	Buy	6,735 +25	+0.4%	+$2.09K	0.03%	191
2025 Q3	$629K	Buy	6,710 +7	+0.1%	+$682	0.04%	171
2025 Q2	$743K	Buy	6,703 +23	+0.3%	+$2.58K	0.05%	158
2025 Q1	$831K	Hold	6,680	–	–	0.07%	134
2024 Q4	$681K	Hold	6,680	–	–	0.05%	153
2024 Q3	$692K	Hold	6,680	–	–	0.06%	155
2024 Q2	$597K	Hold	6,680	–	–	0.05%	171
2024 Q1	$585K	Sell	6,680 -500	-7%	-$40.2K	0.05%	168
2023 Q4	$511K	Hold	7,180	–	–	0.09%	148
2023 Q3	$501K	Sell	7,180 -432	-6%	-$30.8K	0.1%	146
2023 Q2	$524K	Sell	7,612 -468	-6%	-$29.8K	0.1%	146
2023 Q1	$464K	Sell	8,080 -900	-10%	-$51.7K	0.09%	158
2022 Q4	$512K	Sell	8,980 -128	-1%	-$7.49K	0.11%	144
2022 Q3	$551K	Hold	9,108	–	–	0.14%	130
2022 Q2	$531K	Hold	9,108	–	–	0.13%	129
2022 Q1	$658K	Buy	+9,108	New	+$611K	0.16%	106

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

NFP Retirement Inc's BRO Position: Q2 2026 in Review

NFP Retirement Inc increased its Brown & Brown (BRO) stake by 0.24% in Q2 2026, buying an estimated $976 and bringing the position to 6,698 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #221.

NFP Retirement Inc first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $831K in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

NFP Retirement Inc held 6,698 shares of Brown & Brown worth $430K as of Q2 2026.
NFP Retirement Inc bought 16 Brown & Brown shares in Q2 2026, an estimated $976.
Brown & Brown made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #221 holding.
NFP Retirement Inc first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
NFP Retirement Inc's Brown & Brown position peaked at $831K in Q1 2025.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.