TFC Financial Management’s Brown & Brown BRO Stock Holding History

TFC Financial Management’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	$24.1K	Sell	376 -10	-3%	-$610	﹤0.01%	356
2026 Q1	$25.2K	Hold	386	–	–	﹤0.01%	334
2025 Q4	$30.8K	Hold	386	–	–	﹤0.01%	317
2025 Q3	$36.2K	Sell	386 -1	-0.3%	-$97	﹤0.01%	299
2025 Q2	$42.9K	Buy	387 +1	+0.3%	+$112	0.01%	275
2025 Q1	$48K	Hold	386	–	–	0.01%	262
2024 Q4	$39.4K	Hold	386	–	–	0.01%	263
2024 Q3	$40K	Hold	386	–	–	0.01%	274
2024 Q2	$34.5K	Sell	386 -1	-0.3%	-$87	0.01%	268
2024 Q1	$33.9K	Buy	387 +1	+0.3%	+$80	0.01%	264
2023 Q4	$27.4K	Hold	386	–	–	0.01%	272
2023 Q3	$27K	Hold	386	–	–	0.01%	265
2023 Q2	$26.6K	Buy	386 +10	+3%	+$636	0.01%	265
2023 Q1	$21.6K	Hold	376	–	–	0.01%	308
2022 Q4	$21.4K	Hold	376	–	–	0.01%	253
2022 Q3	$23K	Hold	376	–	–	0.01%	244
2022 Q2	$22K	Hold	376	–	–	0.01%	246
2022 Q1	$27K	Hold	376	–	–	0.01%	236
2021 Q4	$26K	Hold	376	–	–	0.01%	253
2021 Q3	$21K	Hold	376	–	–	0.01%	270
2021 Q2	$20K	Hold	376	–	–	0.01%	264
2021 Q1	$17K	Hold	376	–	–	0.01%	268
2020 Q4	$18K	Hold	376	–	–	0.01%	259
2020 Q3	$17K	Buy	+376	New	+$16.8K	0.01%	248

Other funds holding BRO

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFC Financial Management's BRO Position: Q2 2026 in Review

TFC Financial Management reduced its Brown & Brown (BRO) stake by 2.6% in Q2 2026, selling an estimated $610 and leaving 376 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

TFC Financial Management first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $48K in Q1 2025. 344 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

TFC Financial Management held 376 shares of Brown & Brown worth $24.1K as of Q2 2026.
TFC Financial Management sold 10 Brown & Brown shares in Q2 2026, an estimated $610.
Brown & Brown made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #356 holding.
TFC Financial Management first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Brown & Brown position peaked at $48K in Q1 2025.
344 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.