Advisornet Financial’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.04K | Hold |
63
| – | – | ﹤0.01% | 1804 |
|
|
2026
Q1 | $4.11K | Buy |
63
+9
| +17% | +$649 | ﹤0.01% | 1778 |
|
|
2025
Q4 | $4.3K | Buy |
54
+1
| +2% | +$83 | ﹤0.01% | 1758 |
|
|
2025
Q3 | $4.97K | Buy |
53
+6
| +13% | +$585 | ﹤0.01% | 1693 |
|
|
2025
Q2 | $5.21K | Hold |
47
| – | – | ﹤0.01% | 1658 |
|
|
2025
Q1 | $5.85K | Buy |
47
+40
| +571% | +$4.47K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $714 | Sell |
7
-20
| -74% | -$2.14K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $2.8K | Sell |
27
-10
| -27% | -$995 | ﹤0.01% | 1695 |
|
|
2024
Q2 | $3.31K | Buy |
37
+10
| +37% | +$868 | ﹤0.01% | 1538 |
|
|
2024
Q1 | $2.36K | Sell |
27
-14
| -34% | -$1.13K | ﹤0.01% | 1571 |
|
|
2023
Q4 | $2.92K | Buy |
+41
| New | +$2.93K | ﹤0.01% | 1616 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.44K | – | 2298 |
|
|
2023
Q2 | $3.44K | Sell |
50
-56
| -53% | -$3.56K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $6.09K | Buy |
106
+34
| +47% | +$1.95K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $4.1K | Buy |
72
+17
| +31% | +$994 | ﹤0.01% | 1506 |
|
|
2022
Q3 | $3K | Buy |
55
+20
| +57% | +$1.26K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $2K | Sell |
35
-562
| -94% | -$34.5K | ﹤0.01% | 1672 |
|
|
2022
Q1 | $43K | Buy |
597
+5
| +0.8% | +$335 | ﹤0.01% | 1016 |
|
|
2021
Q4 | $42K | Buy |
592
+20
| +3% | +$1.29K | ﹤0.01% | 1070 |
|
|
2021
Q3 | $32K | Sell |
572
-348
| -38% | -$19.4K | ﹤0.01% | 1127 |
|
|
2021
Q2 | $49K | Hold |
920
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $42K | Sell |
920
-500
| -35% | -$22.9K | ﹤0.01% | 990 |
|
|
2020
Q4 | $67K | Hold |
1,420
| – | – | 0.01% | 795 |
|
|
2020
Q3 | $64K | Sell |
1,420
-874
| -38% | -$39K | 0.01% | 792 |
|
|
2020
Q2 | $94K | Buy |
2,294
+1,000
| +77% | +$38.6K | 0.01% | 688 |
|
|
2020
Q1 | $47K | Hold |
1,294
| – | – | ﹤0.01% | 813 |
|
|
2019
Q4 | $51K | Hold |
1,294
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $47K | Hold |
1,294
| – | – | ﹤0.01% | 926 |
|
|
2019
Q2 | $43K | Hold |
1,294
| – | – | ﹤0.01% | 842 |
|
|
2019
Q1 | $38K | Hold |
1,294
| – | – | ﹤0.01% | 807 |
|
|
2018
Q4 | $36K | Buy |
1,294
+72
| +6% | +$2.04K | 0.01% | 759 |
|
|
2018
Q3 | $36K | Hold |
1,222
| – | – | ﹤0.01% | 810 |
|
|
2018
Q2 | $34K | Hold |
1,222
| – | – | ﹤0.01% | 813 |
|
|
2018
Q1 | $31K | Hold |
1,222
| – | – | ﹤0.01% | 822 |
|
|
2017
Q4 | $31K | Buy |
+1,222
| New | +$30.7K | ﹤0.01% | 768 |
|
Other funds holding BRO
VLKIM
Advisornet Financial's BRO Position: Q2 2026 in Review
Advisornet Financial held its Brown & Brown (BRO) position steady in Q2 2026 at 63 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.
Advisornet Financial first reported a position in BRO in Q4 2017 and has held it in 34 quarters since. The position peaked at $94K in Q2 2020. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Advisornet Financial held 63 shares of Brown & Brown worth $4.04K as of Q2 2026.
- Advisornet Financial left its Brown & Brown share count unchanged in Q2 2026.
- Brown & Brown made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1804 holding.
- Advisornet Financial first reported a position in Brown & Brown in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Brown & Brown position peaked at $94K in Q2 2020.
- 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.