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Vest Financial’s Brown & Brown BRO Stock Holding History

Vest Financial’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 		$45.2M Buy
704,257
+40,952
+6% +$2.5M 0.47% 103
2026
Q1 		$43.3M Buy
663,305
+110,311
+20% +$7.95M 0.52% 102
2025
Q4 		$44.1M Buy
552,994
+19,503
+4% +$1.63M 0.56% 96
2025
Q3 		$50M Buy
533,491
+72,052
+16% +$7.02M 0.65% 82
2025
Q2 		$51.2M Sell
461,439
-71,834
-13% -$8.07M 0.72% 69
2025
Q1 		$66.3M Sell
533,273
-7,641
-1% -$854K 1.03% 13
2024
Q4 		$55.2M Buy
540,914
+43,077
+9% +$4.6M 0.98% 30
2024
Q3 		$51.6M Sell
497,837
-33,598
-6% -$3.34M 0.99% 48
2024
Q2 		$47.5M Buy
531,435
+61,021
+13% +$5.3M 1.14% 15
2024
Q1 		$41.2M Buy
470,414
+85,349
+22% +$6.86M 1.09% 30
2023
Q4 		$27.4M Buy
385,065
+63,938
+20% +$4.57M 1.02% 59
2023
Q3 		$22.4M Buy
321,127
+125,393
+64% +$8.94M 1.23% 16
2023
Q2 		$13.3M Buy
195,734
+23,259
+13% +$1.48M 1.24% 16
2023
Q1 		$9.9M Buy
172,475
+27,589
+19% +$1.59M 1.35% 41
2022
Q4 		$8.25M Sell
144,886
-1,631
-1% -$95.4K 1.29% 63
2022
Q3 		$8.86M Buy
146,517
+7,172
+5% +$451K 1.68% 16
2022
Q2 		$8.25M Buy
139,345
+12,025
+9% +$738K 1.5% 46
2022
Q1 		$9.2M Buy
+127,320
New +$8.54M 1.67% 11

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

Vest Financial's BRO Position: Q2 2026 in Review

Vest Financial increased its Brown & Brown (BRO) stake by 6.2% in Q2 2026, buying an estimated $2.5M and bringing the position to 704,257 shares worth $45.2M. The position accounts for 0.47% of the portfolio, ranked #103.

Vest Financial first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $66.3M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vest Financial held 704,257 shares of Brown & Brown worth $45.2M as of Q2 2026.
  • Vest Financial bought 40,952 Brown & Brown shares in Q2 2026, an estimated $2.5M.
  • Brown & Brown made up 0.47% of Vest Financial's portfolio in Q2 2026, its #103 holding.
  • Vest Financial first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
  • Vest Financial's Brown & Brown position peaked at $66.3M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.