Stonebridge Financial Group (Pennsylvania)’s Brown & Brown BRO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$4.17M	Buy	65,038 +7,597	+13%	+$463K	0.32%	81
2026 Q1	$3.75M	Sell	57,441 -1,871	-3%	-$135K	0.31%	83
2025 Q4	$4.73M	Buy	59,312 +2,989	+5%	+$249K	0.4%	67
2025 Q3	$5.28M	Buy	56,323 +746	+1%	+$72.7K	0.47%	58
2025 Q2	$6.16M	Sell	55,577 -689	-1%	-$77.4K	0.6%	41
2025 Q1	$7M	Sell	56,266 -165	-0.3%	-$18.4K	0.74%	32
2024 Q4	$5.76M	Buy	+56,431	New	+$6.03M	0.63%	36

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VPM

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

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BRO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Brown & Brown (BRO) stake by 13% in Q2 2026, buying an estimated $463K and bringing the position to 65,038 shares worth $4.17M. The position accounts for 0.32% of the portfolio, ranked #81.

Stonebridge Financial Group (Pennsylvania) first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7M in Q1 2025. 650 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 65,038 shares of Brown & Brown worth $4.17M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 7,597 Brown & Brown shares in Q2 2026, an estimated $463K.
Brown & Brown made up 0.32% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #81 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s Brown & Brown position peaked at $7M in Q1 2025.
650 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.