Raymond James Financial’s Brown & Brown BRO Stock Holding History

Raymond James Financial’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	$33.3M	Sell	519,257 -336,521	-39%	-$20.5M	0.01%	1199
2026 Q1	$55.8M	Sell	855,778 -152,354	-15%	-$11M	0.02%	797
2025 Q4	$80.3M	Sell	1,008,132 -79,277	-7%	-$6.61M	0.03%	598
2025 Q3	$102M	Sell	1,087,409 -48,492	-4%	-$4.73M	0.03%	499
2025 Q2	$126M	Sell	1,135,901 -34,035	-3%	-$3.82M	0.04%	389
2025 Q1	$146M	Buy	1,169,936 +465,028	+66%	+$52M	0.05%	318
2024 Q4	$71.9M	Buy	+704,908	New	+$75.3M	0.03%	545

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 $3.38T AUM 44.17% 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

Raymond James Financial's BRO Position: Q2 2026 in Review

Raymond James Financial reduced its Brown & Brown (BRO) stake by 39% in Q2 2026, selling an estimated $20.5M and leaving 519,257 shares worth $33.3M. The position accounts for 0.01% of the portfolio, ranked #1199.

Raymond James Financial first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $146M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Raymond James Financial held 519,257 shares of Brown & Brown worth $33.3M as of Q2 2026.
Raymond James Financial sold 336,521 Brown & Brown shares in Q2 2026, an estimated $20.5M.
Brown & Brown made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1199 holding.
Raymond James Financial first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Brown & Brown position peaked at $146M in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.