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Aptus Capital Advisors’s Brown & Brown BRO Stock Holding History

Aptus 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 		$575K Buy
8,964
+424
+5% +$25.9K ﹤0.01% 752
2026
Q1 		$557K Sell
8,540
-877
-9% -$63.2K ﹤0.01% 694
2025
Q4 		$751K Sell
9,417
-74
-0.8% -$6.17K 0.01% 637
2025
Q3 		$890K Buy
9,491
+160
+2% +$15.6K 0.01% 572
2025
Q2 		$1.03M Buy
9,331
+13
+0.1% +$1.46K 0.01% 531
2025
Q1 		$1.16M Buy
9,318
+4,517
+94% +$505K 0.01% 482
2024
Q4 		$490K Buy
+4,801
New +$513K 0.01% 638

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

Aptus Capital Advisors's BRO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Brown & Brown (BRO) stake by 5% in Q2 2026, buying an estimated $25.9K and bringing the position to 8,964 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Aptus Capital Advisors first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Aptus Capital Advisors held 8,964 shares of Brown & Brown worth $575K as of Q2 2026.
  • Aptus Capital Advisors bought 424 Brown & Brown shares in Q2 2026, an estimated $25.9K.
  • Brown & Brown made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #752 holding.
  • Aptus Capital Advisors first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Aptus Capital Advisors's Brown & Brown position peaked at $1.16M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.