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

AE 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	$1.42M	Buy	22,062 +12,910	+141%	+$788K	0.01%	784
2026 Q1	$597K	Sell	9,152 -4,306	-32%	-$310K	﹤0.01%	1017
2025 Q4	$1.07M	Sell	13,458 -877	-6%	-$73.2K	0.01%	780
2025 Q3	$1.34M	Buy	14,335 +91	+0.6%	+$8.87K	0.01%	677
2025 Q2	$1.58M	Sell	14,244 -3,528	-20%	-$396K	0.01%	598
2025 Q1	$2.21M	Sell	17,772 -411	-2%	-$45.9K	0.02%	505
2024 Q4	$1.86M	Sell	18,183 -1,263	-6%	-$135K	0.02%	548
2024 Q3	$2.01M	Sell	19,446 -2,826	-13%	-$281K	0.02%	528
2024 Q2	$1.99M	Buy	22,272 +18,966	+574%	+$1.65M	0.02%	520
2024 Q1	$289K	Sell	3,306 -59,018	-95%	-$4.74M	﹤0.01%	976
2023 Q4	$4.79M	Sell	62,324 -4,915	-7%	-$351K	0.02%	603
2023 Q3	$4.7M	Sell	67,239 -24	-0%	-$1.71K	0.03%	563
2023 Q2	$4.63M	Buy	67,263 +1,414	+2%	+$89.9K	0.03%	561
2023 Q1	$3.78M	Buy	65,849 +2,410	+4%	+$139K	0.02%	580
2022 Q4	$3.61M	Buy	63,439 +2,874	+5%	+$168K	0.03%	558
2022 Q3	$3.66M	Sell	60,565 -262	-0.4%	-$16.5K	0.03%	502
2022 Q2	$3.55M	Buy	60,827 +194	+0.3%	+$11.9K	0.03%	484
2022 Q1	$4.38M	Buy	60,633 +28	+0%	+$1.88K	0.03%	479
2021 Q4	$4.26M	Buy	60,605 +442	+0.7%	+$28.5K	0.03%	453
2021 Q3	$3.34M	Buy	60,163 +359	+0.6%	+$20K	0.03%	485
2021 Q2	$3.18M	Sell	59,804 -1,123	-2%	-$57.7K	0.03%	490
2021 Q1	$2.79M	Buy	60,927 +579	+1%	+$26.6K	0.03%	476
2020 Q4	$2.86M	Buy	60,348 +1,674	+3%	+$77.1K	0.03%	391
2020 Q3	$2.66M	Buy	58,674 +877	+2%	+$39.1K	0.04%	358
2020 Q2	$2.36M	Sell	57,797 -285	-0.5%	-$11K	0.04%	363
2020 Q1	$2.1M	Sell	58,082 -2,446	-4%	-$103K	0.05%	298
2019 Q4	$2.39M	Sell	60,528 -913	-1%	-$34.3K	0.05%	306
2019 Q3	$2.22M	Buy	61,441 +4,739	+8%	+$170K	0.06%	255
2019 Q2	$1.9M	Hold	56,702	–	–	0.06%	256
2019 Q1	$1.67M	Buy	+56,702	New	+$1.62M	0.12%	152

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 $59.9B AUM 27.01% 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

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

AE Wealth Management increased its Brown & Brown (BRO) stake by 141% in Q2 2026, buying an estimated $788K and bringing the position to 22,062 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #784.

AE Wealth Management first reported a position in BRO in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.79M in Q4 2023. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

AE Wealth Management held 22,062 shares of Brown & Brown worth $1.42M as of Q2 2026.
AE Wealth Management bought 12,910 Brown & Brown shares in Q2 2026, an estimated $788K.
Brown & Brown made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #784 holding.
AE Wealth Management first reported a position in Brown & Brown in Q1 2019 and has held it in 30 quarters since.
AE Wealth Management's Brown & Brown position peaked at $4.79M in Q4 2023.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.