Beaird Harris Wealth Management’s Brown & Brown BRO Stock Holding History

Beaird Harris 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	$25.6K	Hold	399	–	–	﹤0.01%	317
2026 Q1	$26K	Hold	399	–	–	﹤0.01%	296
2025 Q4	$31.8K	Hold	399	–	–	﹤0.01%	297
2025 Q3	$37.4K	Hold	399	–	–	﹤0.01%	283
2025 Q2	$44.2K	Hold	399	–	–	﹤0.01%	256
2025 Q1	$49.6K	Hold	399	–	–	﹤0.01%	224
2024 Q4	$40.7K	Hold	399	–	–	﹤0.01%	244
2024 Q3	$41.3K	Hold	399	–	–	﹤0.01%	241
2024 Q2	$35.7K	Hold	399	–	–	﹤0.01%	251
2024 Q1	$34.9K	Hold	399	–	–	﹤0.01%	231
2023 Q4	$28.4K	Hold	399	–	–	﹤0.01%	231
2023 Q3	$27.9K	Hold	399	–	–	﹤0.01%	208
2023 Q2	$27.5K	Hold	399	–	–	﹤0.01%	207
2023 Q1	$22.9K	Sell	399 -44	-10%	-$2.53K	﹤0.01%	218
2022 Q4	$25.2K	Buy	443 +44	+11%	+$2.57K	﹤0.01%	229
2022 Q3	$24K	Hold	399	–	–	0.01%	219
2022 Q2	$23K	Sell	399 -933	-70%	-$57.3K	0.01%	191
2022 Q1	$96K	Buy	+1,332	New	+$89.3K	0.03%	135

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

Beaird Harris Wealth Management's BRO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Brown & Brown (BRO) position steady in Q2 2026 at 399 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Beaird Harris Wealth Management first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $96K in Q1 2022. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Beaird Harris Wealth Management held 399 shares of Brown & Brown worth $25.6K as of Q2 2026.
Beaird Harris Wealth Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #317 holding.
Beaird Harris Wealth Management first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Brown & Brown position peaked at $96K in Q1 2022.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.