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Allworth Financial’s Brown & Brown BRO Stock Holding History

Allworth Financial’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 		$213K Buy
3,319
+1,506
+83% +$91.9K ﹤0.01% 1455
2026
Q1 		$118K Buy
1,813
+335
+23% +$24.1K ﹤0.01% 1736
2025
Q4 		$118K Sell
1,478
-964
-39% -$80.4K ﹤0.01% 1659
2025
Q3 		$229K Sell
2,442
-3,057
-56% -$298K ﹤0.01% 1239
2025
Q2 		$610K Buy
5,499
+4,539
+473% +$510K ﹤0.01% 782
2025
Q1 		$113K Buy
960
+257
+37% +$28.7K ﹤0.01% 1172
2024
Q4 		$73.9K Buy
703
+46
+7% +$4.91K ﹤0.01% 1395
2024
Q3 		$68.1K Buy
657
+24
+4% +$2.39K ﹤0.01% 1265
2024
Q2 		$58.5K Buy
633
+6
+1% +$521 ﹤0.01% 1309
2024
Q1 		$54.9K Buy
627
+45
+8% +$3.62K ﹤0.01% 1268
2023
Q4 		$41.4K Sell
582
-72
-11% -$5.15K ﹤0.01% 1267
2023
Q3 		$45.7K Sell
654
-140
-18% -$9.98K ﹤0.01% 1154
2023
Q2 		$54.7K Buy
794
+268
+51% +$17K ﹤0.01% 1099
2023
Q1 		$30.2K Buy
526
+21
+4% +$1.21K ﹤0.01% 1265
2022
Q4 		$28.8K Sell
505
-77
-13% -$4.5K ﹤0.01% 1213
2022
Q3 		$35K Buy
582
+65
+13% +$4.09K ﹤0.01% 1081
2022
Q2 		$30K Buy
517
+497
+2,485% +$30.5K ﹤0.01% 1083
2022
Q1 		$1K Buy
20
+14
+233% +$939 ﹤0.01% 1886
2021
Q4 		$0 Buy
+6
New +$387 ﹤0.01% 1932

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 $59.9B AUM 27.01% 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

Allworth Financial's BRO Position: Q2 2026 in Review

Allworth Financial increased its Brown & Brown (BRO) stake by 83% in Q2 2026, buying an estimated $91.9K and bringing the position to 3,319 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Allworth Financial first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $610K in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Allworth Financial held 3,319 shares of Brown & Brown worth $213K as of Q2 2026.
  • Allworth Financial bought 1,506 Brown & Brown shares in Q2 2026, an estimated $91.9K.
  • Brown & Brown made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1455 holding.
  • Allworth Financial first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's Brown & Brown position peaked at $610K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.