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AssuredPartners Investment Advisors’s Brown & Brown BRO Stock Holding History

AssuredPartners Investment 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
-5,973
Closed -$397K – 422
2026
Q1 		$397K Sell
5,973
-2,408
-29% -$174K 0.04% 290
2025
Q4 		$668K Buy
8,381
+4,620
+123% +$385K 0.1% 178
2025
Q3 		$353K Buy
+3,761
New +$367K 0.08% 182
2025
Q2 		– Sell
-6,211
Closed -$773K – 258
2025
Q1 		$773K Sell
6,211
-241
-4% -$26.9K 0.15% 150
2024
Q4 		$658K Buy
+6,452
New +$689K 0.13% 162

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's BRO Position: Q2 2026 in Review

AssuredPartners Investment Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5,973 shares — an estimated $397K sold.

AssuredPartners Investment Advisors first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $773K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • AssuredPartners Investment Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 5,973 Brown & Brown shares in Q2 2026, an estimated $397K.
  • AssuredPartners Investment Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • AssuredPartners Investment Advisors's Brown & Brown position peaked at $773K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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