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Ashton Thomas Private Wealth’s Brown & Brown BRO Stock Holding History

Ashton Thomas Private Wealth’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 		$216K Sell
3,367
-146
-4% -$8.91K ﹤0.01% 1123
2026
Q1 		$229K Sell
3,513
-850
-19% -$61.3K 0.01% 982
2025
Q4 		$348K Sell
4,363
-1,654
-27% -$138K 0.01% 772
2025
Q3 		$564K Buy
6,017
+1,594
+36% +$155K 0.01% 618
2025
Q2 		$490K Buy
4,423
+1,118
+34% +$126K 0.02% 585
2025
Q1 		$411K Buy
3,305
+611
+23% +$68.3K 0.02% 594
2024
Q4 		$275K Buy
2,694
+46
+2% +$4.91K 0.01% 656
2024
Q3 		$274K Buy
2,648
+215
+9% +$21.4K 0.01% 529
2024
Q2 		$218K Buy
2,433
+15
+0.6% +$1.3K 0.01% 551
2024
Q1 		$212K Buy
+2,418
New +$194K 0.01% 565
2020
Q2 		– Sell
-6,990
Closed -$253K – 236
2020
Q1 		$253K Buy
+6,990
New +$295K 0.1% 184

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

Ashton Thomas Private Wealth's BRO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Brown & Brown (BRO) stake by 4.2% in Q2 2026, selling an estimated $8.91K and leaving 3,367 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Ashton Thomas Private Wealth first reported a position in BRO in Q1 2020 and has held it in 11 quarters since. The position peaked at $564K in Q3 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,367 shares of Brown & Brown worth $216K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 146 Brown & Brown shares in Q2 2026, an estimated $8.91K.
  • Brown & Brown made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1123 holding.
  • Ashton Thomas Private Wealth first reported a position in Brown & Brown in Q1 2020 and has held it in 11 quarters since.
  • Ashton Thomas Private Wealth's Brown & Brown position peaked at $564K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.