Abound Wealth Management’s Brown & Brown BRO Stock Holding History

Abound Wealth 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	$2.63K	Buy	41 +2	+5%	+$122	﹤0.01%	714
2026 Q1	$2.54K	Hold	39	–	–	﹤0.01%	868
2025 Q4	$3.11K	Hold	39	–	–	﹤0.01%	777
2025 Q3	$3.66K	Hold	39	–	–	﹤0.01%	715
2025 Q2	$4.32K	Hold	39	–	–	﹤0.01%	610
2025 Q1	$4.85K	Hold	39	–	–	﹤0.01%	545
2024 Q4	$3.98K	Buy	39 +32	+457%	+$3.42K	﹤0.01%	573
2024 Q3	$726	Hold	7	–	–	﹤0.01%	811
2024 Q2	$626	Hold	7	–	–	﹤0.01%	771
2024 Q1	$613	Hold	7	–	–	﹤0.01%	838
2023 Q4	$498	Hold	7	–	–	﹤0.01%	919
2023 Q3	$489	Hold	7	–	–	﹤0.01%	812
2023 Q2	$482	Buy	+7	New	+$445	﹤0.01%	856

Other funds holding BRO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 $60.8B AUM 26.63% 1-Year Est. Return

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

Abound Wealth Management's BRO Position: Q2 2026 in Review

Abound Wealth Management increased its Brown & Brown (BRO) stake by 5.1% in Q2 2026, buying an estimated $122 and bringing the position to 41 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Abound Wealth Management first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.85K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Abound Wealth Management held 41 shares of Brown & Brown worth $2.63K as of Q2 2026.
Abound Wealth Management bought 2 Brown & Brown shares in Q2 2026, an estimated $122.
Brown & Brown made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #714 holding.
Abound Wealth Management first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Brown & Brown position peaked at $4.85K in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.