Phillips Financial Management’s Brown & Brown BRO Stock Holding History

Phillips Financial 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	$315K	Sell	4,904 -45	-0.9%	-$2.75K	0.02%	163
2026 Q1	$323K	Sell	4,949 -111	-2%	-$8K	0.02%	159
2025 Q4	$403K	Sell	5,060 -7	-0.1%	-$584	0.03%	154
2025 Q3	$475K	Buy	5,067 +940	+23%	+$91.6K	0.03%	152
2025 Q2	$458K	Buy	4,127 +16	+0.4%	+$1.8K	0.03%	142
2025 Q1	$511K	Buy	4,111 +50	+1%	+$5.59K	0.04%	135
2024 Q4	$414K	Buy	4,061 +27	+0.7%	+$2.88K	0.03%	139
2024 Q3	$418K	Buy	+4,034	New	+$401K	0.03%	139

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

Phillips Financial Management's BRO Position: Q2 2026 in Review

Phillips Financial Management reduced its Brown & Brown (BRO) stake by 0.91% in Q2 2026, selling an estimated $2.75K and leaving 4,904 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #163.

Phillips Financial Management first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $511K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Phillips Financial Management held 4,904 shares of Brown & Brown worth $315K as of Q2 2026.
Phillips Financial Management sold 45 Brown & Brown shares in Q2 2026, an estimated $2.75K.
Brown & Brown made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #163 holding.
Phillips Financial Management first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
Phillips Financial Management's Brown & Brown position peaked at $511K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.