RFP
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
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 $6.73T 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

Root Financial Partners's BRO Position: Q2 2026 in Review

Root Financial Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 139 shares — an estimated $9.06K sold.

Root Financial Partners first reported a position in BRO in Q3 2025 and held it in 3 quarters. The position peaked at $22.5K in Q3 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Root Financial Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 139 Brown & Brown shares in Q2 2026, an estimated $9.06K.
  • Root Financial Partners first reported a position in Brown & Brown in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Brown & Brown position peaked at $22.5K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.