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Arkadios Wealth Advisors’s Brown & Brown BRO Stock Holding History

Arkadios Wealth 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
-3,332
Closed -$217K – 1779
2026
Q1 		$217K Sell
3,332
-20
-0.6% -$1.44K ﹤0.01% 1532
2025
Q4 		$267K Sell
3,352
-3,375
-50% -$282K 0.01% 1299
2025
Q3 		$631K Buy
6,727
+1,321
+24% +$129K 0.02% 837
2025
Q2 		$599K Sell
5,406
-1,556
-22% -$175K 0.02% 778
2025
Q1 		$866K Buy
+6,962
New +$778K 0.03% 510

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 $59.9B AUM 27.01% 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

Arkadios Wealth Advisors's BRO Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,332 shares — an estimated $217K sold.

Arkadios Wealth Advisors first reported a position in BRO in Q1 2025 and held it in 5 quarters. The position peaked at $866K in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,332 Brown & Brown shares in Q2 2026, an estimated $217K.
  • Arkadios Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Brown & Brown position peaked at $866K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.