Atlas Capital Advisors’s Brown & Brown BRO Stock Holding History

Atlas Capital 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	$273K	Buy	4,250 +4,200	+8,400%	+$256K	0.03%	401
2026 Q1	$3.27K	Hold	50	–	–	﹤0.01%	859
2025 Q4	$3.98K	Buy	+50	New	+$4.17K	﹤0.01%	816
2022 Q4	–	Sell	-883	Closed	-$53.4K	–	907
2022 Q3	$53.4K	Hold	883	–	–	0.01%	524
2022 Q2	$51.5K	Buy	+883	New	+$54.2K	0.01%	553

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

Atlas Capital Advisors's BRO Position: Q2 2026 in Review

Atlas Capital Advisors increased its Brown & Brown (BRO) stake by 8,400% in Q2 2026, buying an estimated $256K and bringing the position to 4,250 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #401.

Atlas Capital Advisors first reported a position in BRO in Q2 2022 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Atlas Capital Advisors held 4,250 shares of Brown & Brown worth $273K as of Q2 2026.
Atlas Capital Advisors bought 4,200 Brown & Brown shares in Q2 2026, an estimated $256K.
Brown & Brown made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #401 holding.
Atlas Capital Advisors first reported a position in Brown & Brown in Q2 2022 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.