Sittner & Nelson’s Brown & Brown BRO Stock Holding History

Sittner & Nelson’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	$1.6K	Hold	25	–	–	﹤0.01%	549
2026 Q1	$1.63K	Hold	25	–	–	﹤0.01%	525
2025 Q4	$1.84K	Hold	25	–	–	﹤0.01%	483
2025 Q3	$2.35K	Hold	25	–	–	﹤0.01%	436
2025 Q2	$2.77K	Hold	25	–	–	﹤0.01%	439
2025 Q1	$3.11K	Hold	25	–	–	﹤0.01%	420
2024 Q4	$2.55K	Buy	+25	New	+$2.67K	﹤0.01%	406

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Sittner & Nelson's BRO Position: Q2 2026 in Review

Sittner & Nelson held its Brown & Brown (BRO) position steady in Q2 2026 at 25 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Sittner & Nelson first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11K in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sittner & Nelson held 25 shares of Brown & Brown worth $1.6K as of Q2 2026.
Sittner & Nelson left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #549 holding.
Sittner & Nelson first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Sittner & Nelson's Brown & Brown position peaked at $3.11K in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.