Strive Financial Group’s Brown & Brown BRO Stock Holding History

Strive Financial Group’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 Q3	$11.1K	Buy	+182	New	+$12.5K	﹤0.01%	659

Other funds holding BRO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Strive Financial Group's BRO Position: Q3 2026 in Review

Strive Financial Group opened a new position in Brown & Brown (BRO) in Q3 2026: 182 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings.

696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Strive Financial Group held 182 shares of Brown & Brown worth $11.1K as of Q3 2026.
Brown & Brown was a new Strive Financial Group position in Q3 2026.
Brown & Brown made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #659 holding.
696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.