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

Benchmark 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 		– Sell
-11,377
Closed -$742K – 71
2026
Q1 		$742K Buy
+11,377
New +$820K 0.43% 44
2025
Q3 		$1.62M Buy
+17,141
New +$1.67M 0.94% 28
2025
Q1 		$1.32M Sell
10,648
-5,893
-36% -$658K 0.86% 34
2024
Q4 		$1.69M Buy
16,541
+10,111
+157% +$1.08M 1.1% 24
2024
Q3 		$666K Buy
6,430
+3,047
+90% +$303K 0.47% 51
2024
Q2 		$302K Buy
+3,383
New +$294K 0.22% 74

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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

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

Benchmark Investment Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 11,377 shares — an estimated $742K sold.

Benchmark Investment Advisors first reported a position in BRO in Q2 2024 and held it in 6 quarters. The position peaked at $1.69M in Q4 2024. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Benchmark Investment Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Benchmark Investment Advisors sold 11,377 Brown & Brown shares in Q2 2026, an estimated $742K.
  • Benchmark Investment Advisors first reported a position in Brown & Brown in Q2 2024 and held it in 6 quarters.
  • Benchmark Investment Advisors's Brown & Brown position peaked at $1.69M in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.