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

Northbridge 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 		$279K Hold
4,352
– – 0.11% 153
2026
Q1 		$294K Buy
+4,352
New +$314K 0.13% 137

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

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

Northbridge Financial Group held its Brown & Brown (BRO) position steady in Q2 2026 at 4,352 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #153.

Northbridge Financial Group first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $294K in Q1 2026. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Northbridge Financial Group held 4,352 shares of Brown & Brown worth $279K as of Q2 2026.
  • Northbridge Financial Group left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.11% of Northbridge Financial Group's portfolio in Q2 2026, its #153 holding.
  • Northbridge Financial Group first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Northbridge Financial Group's Brown & Brown position peaked at $294K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.