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

ARQ 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 		$219K Sell
3,350
-375
-10% -$22.9K 0.03% 201
2026
Q1 		$243K Buy
+3,725
New +$269K 0.04% 169

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

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

ARQ Wealth Advisors reduced its Brown & Brown (BRO) stake by 10% in Q2 2026, selling an estimated $22.9K and leaving 3,350 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #201.

ARQ Wealth Advisors first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • ARQ Wealth Advisors held 3,350 shares of Brown & Brown worth $219K as of Q2 2026.
  • ARQ Wealth Advisors sold 375 Brown & Brown shares in Q2 2026, an estimated $22.9K.
  • Brown & Brown made up 0.03% of ARQ Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • ARQ Wealth Advisors first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • ARQ Wealth Advisors's Brown & Brown position peaked at $243K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.