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

Activest 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 		$898 Buy
+14
New +$854 ﹤0.01% 977
2025
Q4 		– Sell
-72
Closed -$6.75K – 1147
2025
Q3 		$6.75K Buy
72
+28
+64% +$2.73K ﹤0.01% 589
2025
Q2 		$4.88K Sell
44
-4
-8% -$449 ﹤0.01% 556
2025
Q1 		$5.97K Buy
48
+47
+4,700% +$5.25K ﹤0.01% 485
2024
Q4 		$102 Buy
+1
New +$107 ﹤0.01% 690

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 $60.8B AUM 26.63% 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

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

Activest Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 14 shares worth $898. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in BRO as recently as Q3 2025.

Activest Wealth Management first reported a position in BRO in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.75K in Q3 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Activest Wealth Management held 14 shares of Brown & Brown worth $898 as of Q2 2026.
  • Brown & Brown was a new Activest Wealth Management position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Activest Wealth Management first reported a position in Brown & Brown in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's Brown & Brown position peaked at $6.75K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.