Prospera Financial Services
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Prospera Financial Services’s Brown & Brown BRO Stock Holding History

Prospera Financial Services’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
Q3 		$1.81M Buy
25,975
+3,064
+13% +$211K 0.02% 619
2026
Q2 		$1.47M Sell
22,911
-8,154
-26% -$497K 0.02% 611
2026
Q1 		$2.03M Buy
31,065
+8,940
+40% +$644K 0.03% 498
2025
Q4 		$1.76M Buy
22,125
+1,411
+7% +$118K 0.03% 507
2025
Q3 		$1.94M Buy
20,714
+2,969
+17% +$289K 0.03% 481
2025
Q2 		$1.97M Sell
17,745
-1,325
-7% -$149K 0.04% 470
2025
Q1 		$2.37M Buy
19,070
+134
+0.7% +$15K 0.05% 352
2024
Q4 		$1.93M Buy
18,936
+370
+2% +$39.5K 0.05% 374
2024
Q3 		$1.92M Sell
18,566
-145
-0.8% -$14.4K 0.05% 344
2024
Q2 		$1.67M Buy
18,711
+509
+3% +$44.2K 0.05% 375
2024
Q1 		$1.59M Buy
18,202
+1,186
+7% +$95.3K 0.05% 384
2023
Q4 		$1.21M Buy
17,016
+181
+1% +$12.9K 0.04% 420
2023
Q3 		$1.18M Sell
16,835
-818
-5% -$58.3K 0.05% 389
2023
Q2 		$1.22M Sell
17,653
-980
-5% -$62.3K 0.05% 365
2023
Q1 		$1.07M Sell
18,633
-269
-1% -$15.5K 0.04% 405
2022
Q4 		$1.08M Sell
18,902
-218
-1% -$12.7K 0.05% 340
2022
Q3 		$1.16M Buy
19,120
+3,542
+23% +$223K 0.06% 336
2022
Q2 		$909K Sell
15,578
-3,892
-20% -$239K 0.05% 389
2022
Q1 		$1.41M Buy
19,470
+4,415
+29% +$296K 0.06% 344
2021
Q4 		$1.06M Sell
15,055
-2,455
-14% -$158K 0.05% 396
2021
Q3 		$971K Buy
17,510
+982
+6% +$54.7K 0.05% 380
2021
Q2 		$878K Buy
16,528
+69
+0.4% +$3.55K 0.04% 403
2021
Q1 		$752K Sell
16,459
-679
-4% -$31.2K 0.04% 395
2020
Q4 		$813K Buy
17,138
+13,192
+334% +$607K 0.06% 329
2020
Q3 		$179K Sell
3,946
-13,421
-77% -$599K 0.07% 263
2020
Q2 		$708K Buy
17,367
+360
+2% +$13.9K 0.06% 294
2020
Q1 		$616K Buy
17,007
+728
+4% +$30.8K 0.07% 271
2019
Q4 		$643K Buy
+16,279
New +$611K 0.05% 330

Other funds holding BRO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prospera Financial Services's BRO Position: Q3 2026 in Review

Prospera Financial Services increased its Brown & Brown (BRO) stake by 13% in Q3 2026, buying an estimated $211K and bringing the position to 25,975 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #619.

Prospera Financial Services first reported a position in BRO in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.37M in Q1 2025. 473 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Prospera Financial Services held 25,975 shares of Brown & Brown worth $1.81M as of Q3 2026.
  • Prospera Financial Services bought 3,064 Brown & Brown shares in Q3 2026, an estimated $211K.
  • Brown & Brown made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #619 holding.
  • Prospera Financial Services first reported a position in Brown & Brown in Q4 2019 and has held it in 28 quarters since.
  • Prospera Financial Services's Brown & Brown position peaked at $2.37M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.