Bartlett & Co Wealth Management’s Brown & Brown BRO Stock Holding History

Bartlett & Co 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	$1.16K	Sell	18 -45	-71%	-$2.75K	﹤0.01%	1205
2026 Q1	$3.63K	Buy	63 +10	+19%	+$721	﹤0.01%	1053
2025 Q4	$4.22K	Buy	+53	New	+$4.42K	﹤0.01%	1034
2025 Q3	–	Sell	-1	Closed	-$111	–	1213
2025 Q2	$111	Sell	1 -1	-50%	-$112	﹤0.01%	1225
2025 Q1	$249	Buy	+2	New	+$223	﹤0.01%	1157
2022 Q4	–	Sell	-49	Closed	-$2.96K	–	1115
2022 Q3	$2.96K	Sell	49 -83	-63%	-$5.22K	﹤0.01%	1003
2022 Q2	$7.7K	Buy	+132	New	+$8.1K	﹤0.01%	930

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

Bartlett & Co Wealth Management's BRO Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Brown & Brown (BRO) stake by 71% in Q2 2026, selling an estimated $2.75K and leaving 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Bartlett & Co Wealth Management first reported a position in BRO in Q2 2022 and has held it in 7 quarters since. The position peaked at $7.7K in Q2 2022. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Bartlett & Co Wealth Management held 18 shares of Brown & Brown worth $1.16K as of Q2 2026.
Bartlett & Co Wealth Management sold 45 Brown & Brown shares in Q2 2026, an estimated $2.75K.
Brown & Brown made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1205 holding.
Bartlett & Co Wealth Management first reported a position in Brown & Brown in Q2 2022 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's Brown & Brown position peaked at $7.7K in Q2 2022.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.