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Stephens Inc’s Brown & Brown BRO Stock Holding History

Stephens Inc’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 		$2.35M Sell
36,693
-5,276
-13% -$322K 0.03% 467
2026
Q1 		$2.74M Sell
41,969
-2,059
-5% -$148K 0.03% 419
2025
Q4 		$3.51M Buy
44,028
+1,284
+3% +$107K 0.04% 371
2025
Q3 		$4.01M Buy
42,744
+17,982
+73% +$1.75M 0.05% 333
2025
Q2 		$2.75M Buy
24,762
+107
+0.4% +$12K 0.04% 390
2025
Q1 		$3.07M Sell
24,655
-432
-2% -$48.3K 0.04% 365
2024
Q4 		$2.56M Sell
25,087
-597
-2% -$63.8K 0.04% 392
2024
Q3 		$2.66M Sell
25,684
-993
-4% -$98.8K 0.04% 386
2024
Q2 		$2.39M Sell
26,677
-826
-3% -$71.7K 0.04% 394
2024
Q1 		$2.41M Buy
27,503
+1,152
+4% +$92.6K 0.04% 387
2023
Q4 		$1.87M Buy
26,351
+882
+3% +$63K 0.03% 414
2023
Q3 		$1.78M Sell
25,469
-514
-2% -$36.7K 0.03% 395
2023
Q2 		$1.79M Buy
25,983
+182
+0.7% +$11.6K 0.03% 406
2023
Q1 		$1.48M Buy
25,801
+172
+0.7% +$9.88K 0.03% 457
2022
Q4 		$1.46M Sell
25,629
-233
-0.9% -$13.6K 0.03% 439
2022
Q3 		$1.56M Sell
25,862
-6,635
-20% -$417K 0.03% 416
2022
Q2 		$1.9M Buy
32,497
+629
+2% +$38.6K 0.04% 393
2022
Q1 		$2.3M Sell
31,868
-268
-0.8% -$18K 0.04% 397
2021
Q4 		$2.26M Sell
32,136
-5,380
-14% -$347K 0.03% 428
2021
Q3 		$2.08M Buy
37,516
+847
+2% +$47.2K 0.03% 456
2021
Q2 		$1.95M Buy
36,669
+4,307
+13% +$221K 0.03% 483
2021
Q1 		$1.48M Buy
32,362
+2,575
+9% +$118K 0.02% 521
2020
Q4 		$1.41M Buy
29,787
+1,249
+4% +$57.5K 0.03% 508
2020
Q3 		$1.29M Buy
28,538
+666
+2% +$29.7K 0.03% 481
2020
Q2 		$1.14M Buy
27,872
+2,320
+9% +$89.5K 0.02% 488
2020
Q1 		$925K Sell
25,552
-5,131
-17% -$217K 0.02% 480
2019
Q4 		$1.21M Sell
30,683
-7,782
-20% -$292K 0.03% 516
2019
Q3 		$1.39M Sell
38,465
-5,319
-12% -$190K 0.03% 479
2019
Q2 		$1.47M Buy
43,784
+1,319
+3% +$41.8K 0.03% 466
2019
Q1 		$1.25M Buy
42,465
+8,169
+24% +$233K 0.03% 512
2018
Q4 		$945K Buy
34,296
+5,116
+18% +$145K 0.03% 533
2018
Q3 		$863K Buy
29,180
+550
+2% +$16.3K 0.02% 625
2018
Q2 		$794K Buy
28,630
+700
+3% +$19.1K 0.02% 528
2018
Q1 		$711K Buy
27,930
+3,784
+16% +$98.9K 0.03% 452
2017
Q4 		$621K Sell
24,146
-56
-0.2% -$1.41K 0.02% 453
2017
Q3 		$583K Sell
24,202
-36
-0.1% -$808 0.02% 462
2017
Q2 		$522K Buy
24,238
+3,692
+18% +$79.1K 0.02% 558
2017
Q1 		$429K Buy
20,546
+2,466
+14% +$53.3K 0.02% 581
2016
Q4 		$406K Buy
18,080
+5,176
+40% +$105K 0.02% 547
2016
Q3 		$243K Buy
12,904
+2,148
+20% +$39.7K 0.01% 655
2016
Q2 		$202K Buy
+10,756
New +$191K 0.01% 676

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

Stephens Inc's BRO Position: Q2 2026 in Review

Stephens Inc reduced its Brown & Brown (BRO) stake by 13% in Q2 2026, selling an estimated $322K and leaving 36,693 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #467.

Stephens Inc first reported a position in BRO in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.01M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Stephens Inc held 36,693 shares of Brown & Brown worth $2.35M as of Q2 2026.
  • Stephens Inc sold 5,276 Brown & Brown shares in Q2 2026, an estimated $322K.
  • Brown & Brown made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #467 holding.
  • Stephens Inc first reported a position in Brown & Brown in Q2 2016 and has held it in 41 quarters since.
  • Stephens Inc's Brown & Brown position peaked at $4.01M in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.