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AXQ Capital’s Brown & Brown BRO Stock Holding History

AXQ Capital’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 		– Sell
-18,249
Closed -$1.19M – 1022
2026
Q1 		$1.19M Buy
18,249
+11,670
+177% +$841K 0.15% 207
2025
Q4 		$524K Buy
+6,579
New +$549K 0.12% 296
2025
Q3 		– Sell
-2,469
Closed -$274K – 599
2025
Q2 		$274K Buy
+2,469
New +$277K 0.09% 387
2025
Q1 		– Sell
-11,992
Closed -$1.22M – 506
2024
Q4 		$1.22M Buy
+11,992
New +$1.28M 0.55% 32
2024
Q2 		– Sell
-13,400
Closed -$1.17M – 477
2024
Q1 		$1.17M Buy
+13,400
New +$1.08M 0.28% 113
2023
Q4 		– Sell
-12,400
Closed -$866K – 653
2023
Q3 		$866K Buy
+12,400
New +$884K 0.3% 110

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 $59.9B AUM 27.01% 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

AXQ Capital's BRO Position: Q2 2026 in Review

AXQ Capital sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 18,249 shares — an estimated $1.19M sold.

AXQ Capital first reported a position in BRO in Q3 2023 and held it in 6 quarters. The position peaked at $1.22M in Q4 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • AXQ Capital reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 18,249 Brown & Brown shares in Q2 2026, an estimated $1.19M.
  • AXQ Capital first reported a position in Brown & Brown in Q3 2023 and held it in 6 quarters.
  • AXQ Capital's Brown & Brown position peaked at $1.22M in Q4 2024.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.