AGWCA
BRO icon

Annis Gardner Whiting Capital Advisors’s Brown & Brown BRO Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-333
Closed -$21.7K – 458
2026
Q1 		$21.7K Sell
333
-545
-62% -$39.3K ﹤0.01% 709
2025
Q4 		$70K Sell
878
-155
-15% -$12.9K 0.01% 467
2025
Q3 		$96.9K Buy
1,033
+234
+29% +$22.8K 0.02% 399
2025
Q2 		$88.5K Sell
799
-65
-8% -$7.3K 0.03% 320
2025
Q1 		$107K Buy
864
+14
+2% +$1.56K 0.05% 264
2024
Q4 		$86.7K Buy
850
+1
+0.1% +$107 0.02% 287
2024
Q3 		$88K Hold
849
– – 0.02% 304
2024
Q2 		$75.9K Sell
849
-1
-0.1% -$87 0.02% 347
2024
Q1 		$74.4K Buy
850
+2
+0.2% +$161 0.03% 330
2023
Q4 		$60.3K Buy
848
+1
+0.1% +$71 0.03% 284
2023
Q3 		$59.2K Buy
+847
New +$60.4K 0.03% 274

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's BRO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 333 shares — an estimated $21.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BRO in Q3 2023 and held it in 11 quarters. The position peaked at $107K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 333 Brown & Brown shares in Q2 2026, an estimated $21.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Brown & Brown in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Brown & Brown position peaked at $107K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.