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

Atlas Legacy 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 		$531K Buy
8,235
+175
+2% +$10.7K 0.08% 139
2026
Q1 		$526K Sell
8,060
-90
-1% -$6.49K 0.1% 127
2025
Q4 		$649K Buy
8,150
+1,169
+17% +$97.5K 0.11% 116
2025
Q3 		$655K Sell
6,981
-2,039
-23% -$199K 0.13% 110
2025
Q2 		$1M Buy
9,020
+1,840
+26% +$207K 0.22% 72
2025
Q1 		$893K Sell
7,180
-2,027
-22% -$226K 0.23% 73
2024
Q4 		$939K Buy
+9,207
New +$983K 0.23% 63

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

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

Atlas Legacy Advisors increased its Brown & Brown (BRO) stake by 2.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,235 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #139.

Atlas Legacy Advisors first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Atlas Legacy Advisors held 8,235 shares of Brown & Brown worth $531K as of Q2 2026.
  • Atlas Legacy Advisors bought 175 Brown & Brown shares in Q2 2026, an estimated $10.7K.
  • Brown & Brown made up 0.08% of Atlas Legacy Advisors's portfolio in Q2 2026, its #139 holding.
  • Atlas Legacy Advisors first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Brown & Brown position peaked at $1M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.