Baker Tilly Wealth Management’s Brown & Brown BRO Stock Holding History

Baker Tilly 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	$207K	Buy	+3,219	New	+$196K	0.04%	277
2026 Q1	–	Sell	-3,134	Closed	-$250K	–	286
2025 Q4	$250K	Sell	3,134 -196	-6%	-$16.4K	0.06%	242
2025 Q3	$312K	Buy	3,330 +132	+4%	+$12.9K	0.07%	210
2025 Q2	$355K	Sell	3,198 -3,195	-50%	-$359K	0.13%	167
2025 Q1	$795K	Buy	6,393 +185	+3%	+$20.7K	0.31%	80
2024 Q4	$633K	Buy	6,208 +41	+0.7%	+$4.38K	0.25%	96
2024 Q3	$639K	Buy	6,167 +789	+15%	+$78.5K	0.28%	91
2024 Q2	$481K	Sell	5,378 -4,567	-46%	-$396K	0.2%	125
2024 Q1	$871K	Buy	9,945 +1,523	+18%	+$122K	0.16%	144
2023 Q4	$599K	Buy	8,422 +2,451	+41%	+$175K	0.1%	231
2023 Q3	$417K	Sell	5,971 -10,723	-64%	-$765K	0.07%	300
2023 Q2	$1.15M	Buy	16,694 +1,831	+12%	+$116K	0.12%	184
2023 Q1	$853K	Sell	14,863 -446	-3%	-$25.6K	0.1%	226
2022 Q4	$872K	Buy	15,309 +6,008	+65%	+$351K	0.11%	211
2022 Q3	$563K	Sell	9,301 -231	-2%	-$14.5K	0.08%	267
2022 Q2	$556K	Buy	9,532 +1,311	+16%	+$80.5K	0.07%	271
2022 Q1	$594K	Buy	8,221 +2,272	+38%	+$152K	0.07%	298
2021 Q4	$418K	Buy	5,949 +1,168	+24%	+$75.3K	0.04%	385
2021 Q3	$265K	Buy	4,781 +599	+14%	+$33.4K	0.04%	433
2021 Q2	$222K	Buy	+4,182	New	+$215K	0.04%	463

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

Baker Tilly Wealth Management's BRO Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 3,219 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #277 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in BRO as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in BRO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q2 2023. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Baker Tilly Wealth Management held 3,219 shares of Brown & Brown worth $207K as of Q2 2026.
Brown & Brown was a new Baker Tilly Wealth Management position in Q2 2026.
Brown & Brown made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #277 holding.
Baker Tilly Wealth Management first reported a position in Brown & Brown in Q2 2021 and has held it in 20 quarters since.
Baker Tilly Wealth Management's Brown & Brown position peaked at $1.15M in Q2 2023.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.