PFS
BRO icon

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
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

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

Prospera Financial Services's BRO Position: Q2 2026 in Review

Prospera Financial Services reduced its Brown & Brown (BRO) stake by 26% in Q2 2026, selling an estimated $497K and leaving 22,911 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #611.

Prospera Financial Services first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Prospera Financial Services held 22,911 shares of Brown & Brown worth $1.47M as of Q2 2026.
  • Prospera Financial Services sold 8,154 Brown & Brown shares in Q2 2026, an estimated $497K.
  • Brown & Brown made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #611 holding.
  • Prospera Financial Services first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • Prospera Financial Services's Brown & Brown position peaked at $2.37M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.