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Thoroughbred Financial Services’s Brown & Brown BRO Stock Holding History

Thoroughbred Financial Services’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 		$565K Buy
8,809
+1,938
+28% +$118K 0.03% 392
2026
Q1 		$448K Hold
6,871
– – 0.03% 417
2025
Q4 		$547K Sell
6,871
-2,570
-27% -$214K 0.03% 361
2025
Q3 		$885K Hold
9,441
– – 0.05% 296
2025
Q2 		$1.05M Buy
+9,441
New +$1.06M 0.07% 260

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 $59.9B AUM 27.01% 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

Thoroughbred Financial Services's BRO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Brown & Brown (BRO) stake by 28% in Q2 2026, buying an estimated $118K and bringing the position to 8,809 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #392.

Thoroughbred Financial Services first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Thoroughbred Financial Services held 8,809 shares of Brown & Brown worth $565K as of Q2 2026.
  • Thoroughbred Financial Services bought 1,938 Brown & Brown shares in Q2 2026, an estimated $118K.
  • Brown & Brown made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #392 holding.
  • Thoroughbred Financial Services first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Thoroughbred Financial Services's Brown & Brown position peaked at $1.05M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.