Root Financial Partners
BRO icon

Root Financial Partners’s Brown & Brown BRO Stock Holding History

Root Financial Partners’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 		$29.2K Buy
+480
New +$33K ﹤0.01% 1357
2026
Q2 		– Sell
-139
Closed -$9.06K – 801
2026
Q1 		$9.06K Sell
139
-99
-42% -$7.14K ﹤0.01% 1722
2025
Q4 		$19K Sell
238
-2
-0.8% -$167 ﹤0.01% 1212
2025
Q3 		$22.5K Buy
+240
New +$23.4K ﹤0.01% 1057

Other funds holding BRO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Root Financial Partners's BRO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brown & Brown (BRO) in Q3 2026: 480 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BRO as recently as Q1 2026.

Root Financial Partners first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Root Financial Partners held 480 shares of Brown & Brown worth $29.2K as of Q3 2026.
  • Brown & Brown was a new Root Financial Partners position in Q3 2026.
  • Brown & Brown made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1357 holding.
  • Root Financial Partners first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.