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Aventura Private Wealth’s Brown & Brown BRO Stock Holding History

Aventura 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 		$642 Hold
10
– – ﹤0.01% 918
2026
Q1 		$652 Hold
10
– – ﹤0.01% 831
2025
Q4 		$797 Buy
+10
New +$834 ﹤0.01% 766

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

Aventura Private Wealth's BRO Position: Q2 2026 in Review

Aventura Private Wealth held its Brown & Brown (BRO) position steady in Q2 2026 at 10 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Aventura Private Wealth first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $797 in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Aventura Private Wealth held 10 shares of Brown & Brown worth $642 as of Q2 2026.
  • Aventura Private Wealth left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #918 holding.
  • Aventura Private Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Brown & Brown position peaked at $797 in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.