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Atria Investments’s Brown & Brown BRO Stock Holding History

Atria Investments’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 		$1.75M Buy
27,275
+665
+2% +$40.6K 0.02% 826
2026
Q1 		$1.74M Buy
26,610
+6,404
+32% +$462K 0.02% 771
2025
Q4 		$1.61M Sell
20,206
-7,390
-27% -$617K 0.02% 828
2025
Q3 		$2.59M Sell
27,596
-10,083
-27% -$983K 0.03% 621
2025
Q2 		$4.18M Buy
37,679
+23
+0.1% +$2.58K 0.05% 432
2025
Q1 		$4.68M Buy
37,656
+4,837
+15% +$540K 0.06% 391
2024
Q4 		$3.35M Sell
32,819
-2,221
-6% -$237K 0.04% 486
2024
Q3 		$3.63M Buy
35,040
+4,397
+14% +$437K 0.05% 456
2024
Q2 		$2.74M Buy
30,643
+6,942
+29% +$603K 0.04% 534
2024
Q1 		$2.07M Buy
23,701
+3,780
+19% +$304K 0.03% 638
2023
Q4 		$1.42M Sell
19,921
-3,658
-16% -$261K 0.02% 741
2023
Q3 		$1.65M Buy
23,579
+595
+3% +$42.4K 0.03% 648
2023
Q2 		$1.58M Buy
+22,984
New +$1.46M 0.03% 646
2020
Q1 		– Sell
-10,085
Closed -$398K – 625
2019
Q4 		$398K Sell
10,085
-6,406
-39% -$241K 0.01% 870
2019
Q3 		$595K Buy
16,491
+3,025
+22% +$108K 0.02% 544
2019
Q2 		$487K Buy
13,466
+4,957
+58% +$157K 0.02% 589
2019
Q1 		$251K Buy
+8,509
New +$243K 0.01% 775

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

Atria Investments's BRO Position: Q2 2026 in Review

Atria Investments increased its Brown & Brown (BRO) stake by 2.5% in Q2 2026, buying an estimated $40.6K and bringing the position to 27,275 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #826.

Atria Investments first reported a position in BRO in Q1 2019 and has held it in 17 quarters since. The position peaked at $4.68M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Atria Investments held 27,275 shares of Brown & Brown worth $1.75M as of Q2 2026.
  • Atria Investments bought 665 Brown & Brown shares in Q2 2026, an estimated $40.6K.
  • Brown & Brown made up 0.02% of Atria Investments's portfolio in Q2 2026, its #826 holding.
  • Atria Investments first reported a position in Brown & Brown in Q1 2019 and has held it in 17 quarters since.
  • Atria Investments's Brown & Brown position peaked at $4.68M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.