Bay Harbor Wealth Management’s Brown & Brown BRO Stock Holding History

Bay Harbor 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	$321	Sell	5 -4	-44%	-$244	﹤0.01%	1129
2026 Q1	$586	Sell	9 -2	-18%	-$144	﹤0.01%	943
2025 Q4	$876	Buy	11 +1	+10%	+$83	﹤0.01%	681
2025 Q3	$937	Sell	10 -3	-23%	-$292	﹤0.01%	544
2025 Q2	$1.44K	Buy	13 +6	+86%	+$674	﹤0.01%	382
2025 Q1	$870	Buy	+7	New	+$782	﹤0.01%	319

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

Bay Harbor Wealth Management's BRO Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Brown & Brown (BRO) stake by 44% in Q2 2026, selling an estimated $244 and leaving 5 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Bay Harbor Wealth Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44K in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Bay Harbor Wealth Management held 5 shares of Brown & Brown worth $321 as of Q2 2026.
Bay Harbor Wealth Management sold 4 Brown & Brown shares in Q2 2026, an estimated $244.
Brown & Brown made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1129 holding.
Bay Harbor Wealth Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Brown & Brown position peaked at $1.44K in Q2 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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