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Steph & Co’s Brown & Brown BRO Stock Holding History

Steph & Co’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 		$115K Buy
1,790
+476
+36% +$29K 0.03% 132
2026
Q1 		$85.7K Sell
1,314
-1,107
-46% -$79.8K 0.02% 160
2025
Q4 		$193K Buy
2,421
+663
+38% +$55.3K 0.06% 97
2025
Q3 		$165K Sell
1,758
-60
-3% -$5.85K 0.05% 112
2025
Q2 		$202K Buy
+1,818
New +$204K 0.07% 96

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

Steph & Co's BRO Position: Q2 2026 in Review

Steph & Co increased its Brown & Brown (BRO) stake by 36% in Q2 2026, buying an estimated $29K and bringing the position to 1,790 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #132.

Steph & Co first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $202K in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Steph & Co held 1,790 shares of Brown & Brown worth $115K as of Q2 2026.
  • Steph & Co bought 476 Brown & Brown shares in Q2 2026, an estimated $29K.
  • Brown & Brown made up 0.03% of Steph & Co's portfolio in Q2 2026, its #132 holding.
  • Steph & Co first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Steph & Co's Brown & Brown position peaked at $202K in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.