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

Apollon 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 		$6.28M Buy
97,853
+92,645
+1,779% +$5.65M 0.08% 216
2026
Q1 		$340K Buy
5,208
+2,096
+67% +$151K 0.01% 1047
2025
Q4 		$248K Buy
3,112
+583
+23% +$48.6K ﹤0.01% 1141
2025
Q3 		$237K Sell
2,529
-83
-3% -$8.09K ﹤0.01% 1151
2025
Q2 		$290K Sell
2,612
-156
-6% -$17.5K 0.01% 1019
2025
Q1 		$344K Buy
2,768
+2
+0.1% +$223 0.01% 901
2024
Q4 		$282K Buy
2,766
+254
+10% +$27.1K 0.01% 970
2024
Q3 		$260K Sell
2,512
-534
-18% -$53.1K 0.01% 958
2024
Q2 		$272K Buy
3,046
+414
+16% +$35.9K 0.01% 899
2024
Q1 		$230K Buy
+2,632
New +$212K 0.01% 981

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

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

Apollon Wealth Management increased its Brown & Brown (BRO) stake by 1,779% in Q2 2026, buying an estimated $5.65M and bringing the position to 97,853 shares worth $6.28M. The position accounts for 0.08% of the portfolio, ranked #216.

Apollon Wealth Management first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Apollon Wealth Management held 97,853 shares of Brown & Brown worth $6.28M as of Q2 2026.
  • Apollon Wealth Management bought 92,645 Brown & Brown shares in Q2 2026, an estimated $5.65M.
  • Brown & Brown made up 0.08% of Apollon Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Apollon Wealth Management first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.