Bell Investment Advisors’s Brown & Brown BRO Stock Holding History

Bell Investment Advisors’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	$15.4K	Buy	240 +155	+182%	+$9.46K	﹤0.01%	562
2026 Q1	$5.54K	Sell	85 -52	-38%	-$3.75K	﹤0.01%	919
2025 Q4	$10.9K	Buy	137 +112	+448%	+$9.35K	﹤0.01%	663
2025 Q3	$2.35K	Buy	25 +5	+25%	+$487	﹤0.01%	1278
2025 Q2	$2.22K	Hold	20	–	–	﹤0.01%	1333
2025 Q1	$2.49K	Hold	20	–	–	﹤0.01%	1220
2024 Q4	$2.04K	Hold	20	–	–	﹤0.01%	1324
2024 Q3	$2.07K	Hold	20	–	–	﹤0.01%	1342
2024 Q2	$1.79K	Hold	20	–	–	﹤0.01%	1402
2024 Q1	$1.75K	Hold	20	–	–	﹤0.01%	1414
2023 Q4	$1.42K	Hold	20	–	–	﹤0.01%	1469
2023 Q3	$1.4K	Sell	20 -25	-56%	-$1.78K	﹤0.01%	1441
2023 Q2	$3.1K	Buy	45 +8	+22%	+$509	﹤0.01%	1074
2023 Q1	$2.13K	Sell	37 -9	-20%	-$517	﹤0.01%	1236
2022 Q4	$2.62K	Buy	46 +9	+24%	+$526	﹤0.01%	1146
2022 Q3	$2K	Hold	37	–	–	﹤0.01%	1053
2022 Q2	$2K	Buy	+37	New	+$2.27K	﹤0.01%	1105
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	951
2021 Q3	$2K	Buy	+37	New	+$2.06K	﹤0.01%	1029

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

Bell Investment Advisors's BRO Position: Q2 2026 in Review

Bell Investment Advisors increased its Brown & Brown (BRO) stake by 182% in Q2 2026, buying an estimated $9.46K and bringing the position to 240 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Bell Investment Advisors first reported a position in BRO in Q3 2021 and has held it in 19 quarters since. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Bell Investment Advisors held 240 shares of Brown & Brown worth $15.4K as of Q2 2026.
Bell Investment Advisors bought 155 Brown & Brown shares in Q2 2026, an estimated $9.46K.
Brown & Brown made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #562 holding.
Bell Investment Advisors first reported a position in Brown & Brown in Q3 2021 and has held it in 19 quarters since.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.