Apriem Advisors’s Brown & Brown BRO Stock Holding History

Apriem 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	-4,343	Closed	-$283K	–	186
2026 Q1	$283K	Hold	4,343	–	–	0.03%	152
2025 Q4	$346K	Sell	4,343 -3	-0.1%	-$250	0.03%	138
2025 Q3	$408K	Buy	4,346 +3	+0.1%	+$292	0.04%	129
2025 Q2	$482K	Hold	4,343	–	–	0.05%	117
2025 Q1	$540K	Hold	4,343	–	–	0.06%	109
2024 Q4	$443K	Hold	4,343	–	–	0.05%	111
2024 Q3	$450K	Hold	4,343	–	–	0.05%	109
2024 Q2	$388K	Hold	4,343	–	–	0.05%	116
2024 Q1	$380K	Buy	+4,343	New	+$349K	0.05%	121

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

Apriem Advisors's BRO Position: Q2 2026 in Review

Apriem Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 4,343 shares — an estimated $283K sold.

Apriem Advisors first reported a position in BRO in Q1 2024 and held it in 9 quarters. The position peaked at $540K in Q1 2025. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Apriem Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Apriem Advisors sold 4,343 Brown & Brown shares in Q2 2026, an estimated $283K.
Apriem Advisors first reported a position in Brown & Brown in Q1 2024 and held it in 9 quarters.
Apriem Advisors's Brown & Brown position peaked at $540K in Q1 2025.
808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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