Ancora Advisors’s Brown & Brown BRO Stock Holding History

Ancora Advisors’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	$14.1K	Sell	220 -22	-9%	-$1.34K	﹤0.01%	1392
2026 Q1	$15.8K	Sell	242 -185	-43%	-$13.3K	﹤0.01%	1620
2025 Q4	$34K	Buy	427 +185	+76%	+$15.4K	﹤0.01%	1294
2025 Q3	$22.7K	Sell	242 -3	-1%	-$292	﹤0.01%	1206
2025 Q2	$27.2K	Buy	245 +22	+10%	+$2.47K	﹤0.01%	1154
2025 Q1	$27.7K	Hold	223	–	–	﹤0.01%	1129
2024 Q4	$22.8K	Hold	223	–	–	﹤0.01%	1185
2024 Q3	$23.1K	Buy	223 +3	+1%	+$298	﹤0.01%	1170
2024 Q2	$19.7K	Hold	220	–	–	﹤0.01%	1165
2024 Q1	$19.3K	Hold	220	–	–	﹤0.01%	1200
2023 Q4	$15.6K	Hold	220	–	–	﹤0.01%	1203
2023 Q3	$15.4K	Hold	220	–	–	﹤0.01%	1199
2023 Q2	$15.1K	Hold	220	–	–	﹤0.01%	1191
2023 Q1	$12.6K	Buy	+220	New	+$12.6K	﹤0.01%	1228

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 $60.8B AUM 26.63% 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

Ancora Advisors's BRO Position: Q2 2026 in Review

Ancora Advisors reduced its Brown & Brown (BRO) stake by 9.1% in Q2 2026, selling an estimated $1.34K and leaving 220 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Ancora Advisors first reported a position in BRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $34K in Q4 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Ancora Advisors held 220 shares of Brown & Brown worth $14.1K as of Q2 2026.
Ancora Advisors sold 22 Brown & Brown shares in Q2 2026, an estimated $1.34K.
Brown & Brown made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1392 holding.
Ancora Advisors first reported a position in Brown & Brown in Q1 2023 and has held it in 14 quarters since.
Ancora Advisors's Brown & Brown position peaked at $34K in Q4 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.