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Planning Strategies’s Brown & Brown BRO Stock Holding History

Planning Strategies’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 		$5.52K Buy
+86
New +$5.25K ﹤0.01% 405

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
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 $59.9B AUM 27.01% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Planning Strategies's BRO Position: Q2 2026 in Review

Planning Strategies opened a new position in Brown & Brown (BRO) in Q2 2026: 86 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Planning Strategies held 86 shares of Brown & Brown worth $5.52K as of Q2 2026.
  • Brown & Brown was a new Planning Strategies position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #405 holding.
  • 761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.