Arax Advisory Partners’s Brown & Brown BRO Stock Holding History

Arax Advisory Partners’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	$1.24M	Buy	+19,270	New	+$1.18M	0.01%	1101
2026 Q1	–	Sell	-2,357	Closed	-$188K	–	3852
2025 Q4	$188K	Sell	2,357 -46,150	-95%	-$3.85M	0.01%	1073
2025 Q3	$4.55M	Buy	48,507 +48,000	+9,467%	+$4.68M	0.07%	248
2025 Q2	$59.1K	Buy	507 +3	+0.6%	+$337	﹤0.01%	1155
2025 Q1	$62.7K	Sell	504 -1,427	-74%	-$159K	﹤0.01%	872
2024 Q4	$197K	Buy	1,931 +396	+26%	+$42.3K	0.01%	489
2024 Q3	$159K	Buy	1,535 +5	+0.3%	+$497	0.01%	393
2024 Q2	$137K	Buy	1,530 +1,510	+7,550%	+$131K	0.01%	407
2024 Q1	$1.75K	Buy	20 +18	+900%	+$1.45K	﹤0.01%	1056
2023 Q4	$143	Hold	2	–	–	﹤0.01%	1297
2023 Q3	$140	Hold	2	–	–	﹤0.01%	1291
2023 Q2	$138	Hold	2	–	–	﹤0.01%	1245
2023 Q1	$115	Hold	2	–	–	﹤0.01%	1249
2022 Q4	$114	Buy	+2	New	+$117	﹤0.01%	1250
2018 Q4	$207K	Buy	7,506 +21	+0.3%	+$594	0.08%	118
2018 Q3	$221K	Buy	+7,485	New	+$222K	0.09%	114

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

Arax Advisory Partners's BRO Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Brown & Brown (BRO) in Q2 2026: 19,270 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BRO as recently as Q4 2025.

Arax Advisory Partners first reported a position in BRO in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.55M in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Arax Advisory Partners held 19,270 shares of Brown & Brown worth $1.24M as of Q2 2026.
Brown & Brown was a new Arax Advisory Partners position in Q2 2026.
Brown & Brown made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1101 holding.
Arax Advisory Partners first reported a position in Brown & Brown in Q3 2018 and has held it in 16 quarters since.
Arax Advisory Partners's Brown & Brown position peaked at $4.55M in Q3 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.