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Advisor OS’s Brown & Brown BRO Stock Holding History

Advisor OS’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 		$429K Buy
6,690
+1,009
+18% +$61.5K 0.03% 353
2026
Q1 		$370K Buy
5,681
+219
+4% +$15.8K 0.03% 378
2025
Q4 		$435K Buy
5,462
+233
+4% +$19.4K 0.04% 303
2025
Q3 		$490K Hold
5,229
– – 0.04% 272
2025
Q2 		$580K Sell
5,229
-149
-3% -$16.7K 0.06% 225
2025
Q1 		$669K Sell
5,378
-123
-2% -$13.7K 0.08% 183
2024
Q4 		$561K Buy
+5,501
New +$587K 0.07% 204

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

Advisor OS's BRO Position: Q2 2026 in Review

Advisor OS increased its Brown & Brown (BRO) stake by 18% in Q2 2026, buying an estimated $61.5K and bringing the position to 6,690 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #353.

Advisor OS first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Advisor OS held 6,690 shares of Brown & Brown worth $429K as of Q2 2026.
  • Advisor OS bought 1,009 Brown & Brown shares in Q2 2026, an estimated $61.5K.
  • Brown & Brown made up 0.03% of Advisor OS's portfolio in Q2 2026, its #353 holding.
  • Advisor OS first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Advisor OS's Brown & Brown position peaked at $669K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.