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Avion Wealth’s Brown & Brown BRO Stock Holding History

Avion 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 		$11K Buy
184
+99
+116% +$6.04K ﹤0.01% 562
2026
Q1 		$5K Buy
85
+35
+70% +$2.52K ﹤0.01% 646
2025
Q4 		$3K Buy
50
+3
+6% +$250 ﹤0.01% 759
2025
Q3 		$4K Sell
47
-8
-15% -$780 ﹤0.01% 682
2025
Q2 		$6K Buy
55
+10
+22% +$1.12K ﹤0.01% 565
2025
Q1 		$4K Hold
45
– – ﹤0.01% 572
2024
Q4 		$4K Buy
45
+8
+22% +$854 ﹤0.01% 570
2024
Q3 		$3K Buy
37
+5
+16% +$497 ﹤0.01% 598
2024
Q2 		$2K Buy
32
+18
+129% +$1.56K ﹤0.01% 597
2024
Q1 		$2K Hold
14
– – ﹤0.01% 644
2023
Q4 		$1K Sell
14
-10
-42% -$715 ﹤0.01% 706
2023
Q3 		$1K Buy
24
+15
+167% +$1.07K ﹤0.01% 571
2023
Q2 		$0 Buy
+9
New +$572 ﹤0.01% 734

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

Avion Wealth's BRO Position: Q2 2026 in Review

Avion Wealth increased its Brown & Brown (BRO) stake by 116% in Q2 2026, buying an estimated $6.04K and bringing the position to 184 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Avion Wealth first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Avion Wealth held 184 shares of Brown & Brown worth $11K as of Q2 2026.
  • Avion Wealth bought 99 Brown & Brown shares in Q2 2026, an estimated $6.04K.
  • Brown & Brown made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #562 holding.
  • Avion Wealth first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.