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AlphaCore Capital’s Brown & Brown BRO Stock Holding History

AlphaCore Capital’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 		$294K Buy
+4,587
New +$280K 0.01% 930
2026
Q1 		– Sell
-4,085
Closed -$326K – 1250
2025
Q4 		$326K Buy
+4,085
New +$341K 0.01% 772
2024
Q4 		– Sell
-1,940
Closed -$201K – 262
2024
Q3 		$201K Buy
+1,940
New +$193K 0.05% 195

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

AlphaCore Capital's BRO Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Brown & Brown (BRO) in Q2 2026: 4,587 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in BRO as recently as Q4 2025.

AlphaCore Capital first reported a position in BRO in Q3 2024 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • AlphaCore Capital held 4,587 shares of Brown & Brown worth $294K as of Q2 2026.
  • Brown & Brown was a new AlphaCore Capital position in Q2 2026.
  • Brown & Brown made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #930 holding.
  • AlphaCore Capital first reported a position in Brown & Brown in Q3 2024 and has held it in 3 quarters since.
  • AlphaCore Capital's Brown & Brown position peaked at $326K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.