Baker Avenue Asset Management’s Brown & Brown BRO Stock Holding History

Baker Avenue Asset 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	$454K	Buy	7,072 +854	+14%	+$52.1K	0.01%	541
2026 Q1	$405K	Sell	6,218 -3,030	-33%	-$218K	0.01%	499
2025 Q4	$737K	Sell	9,248 -1,883	-17%	-$157K	0.02%	294
2025 Q3	$1.04M	Buy	11,131 +1,098	+11%	+$107K	0.03%	249
2025 Q2	$1.11M	Sell	10,033 -858	-8%	-$96.4K	0.03%	234
2025 Q1	$1.35M	Buy	+10,891	New	+$1.22M	0.04%	223
2023 Q4	–	Sell	-9,403	Closed	-$657K	–	522
2023 Q3	$657K	Buy	9,403 +605	+7%	+$43.1K	0.03%	240
2023 Q2	$606K	Buy	8,798 +8,667	+6,616%	+$551K	0.03%	247
2023 Q1	$7.52K	Hold	131	–	–	﹤0.01%	808
2022 Q4	$7.46K	Buy	+131	New	+$7.66K	﹤0.01%	749

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 $60.8B AUM 26.63% 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

Baker Avenue Asset Management's BRO Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Brown & Brown (BRO) stake by 14% in Q2 2026, buying an estimated $52.1K and bringing the position to 7,072 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #541.

Baker Avenue Asset Management first reported a position in BRO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Baker Avenue Asset Management held 7,072 shares of Brown & Brown worth $454K as of Q2 2026.
Baker Avenue Asset Management bought 854 Brown & Brown shares in Q2 2026, an estimated $52.1K.
Brown & Brown made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #541 holding.
Baker Avenue Asset Management first reported a position in Brown & Brown in Q4 2022 and has held it in 10 quarters since.
Baker Avenue Asset Management's Brown & Brown position peaked at $1.35M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.