Axxcess Wealth Management’s Brown & Brown BRO Stock Holding History

Axxcess Wealth Management’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	$425K	Buy	+6,627	New	+$404K	0.01%	761
2026 Q1	–	Sell	-6,719	Closed	-$536K	–	456
2025 Q4	$536K	Buy	+6,719	New	+$561K	0.01%	683
2025 Q3	–	Sell	-4,405	Closed	-$488K	–	929
2025 Q2	$488K	Buy	4,405 +152	+4%	+$17.1K	0.01%	598
2025 Q1	$529K	Buy	4,253 +2,164	+104%	+$242K	0.01%	536
2024 Q4	$213K	Sell	2,089 -119	-5%	-$12.7K	0.01%	800
2024 Q3	$229K	Buy	+2,208	New	+$220K	0.01%	796
2023 Q4	–	Sell	-2,926	Closed	-$204K	–	844
2023 Q3	$204K	Sell	2,926 -47	-2%	-$3.35K	0.01%	728
2023 Q2	$205K	Buy	+2,973	New	+$189K	0.01%	545

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Axxcess Wealth Management's BRO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 6,627 shares worth $425K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BRO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BRO in Q2 2023 and has held it in 8 quarters since. The position peaked at $536K in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Axxcess Wealth Management held 6,627 shares of Brown & Brown worth $425K as of Q2 2026.
Brown & Brown was a new Axxcess Wealth Management position in Q2 2026.
Brown & Brown made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #761 holding.
Axxcess Wealth Management first reported a position in Brown & Brown in Q2 2023 and has held it in 8 quarters since.
Axxcess Wealth Management's Brown & Brown position peaked at $536K in Q4 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.