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Benjamin Edwards Inc’s Brown & Brown BRO Stock Holding History

Benjamin Edwards Inc’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 		$6.13M Buy
95,538
+35,948
+60% +$2.19M 0.06% 312
2026
Q1 		$3.89M Buy
59,590
+5,982
+11% +$431K 0.04% 390
2025
Q4 		$4.27M Sell
53,608
-3,896
-7% -$325K 0.05% 343
2025
Q3 		$5.39M Sell
57,504
-2,446
-4% -$238K 0.06% 289
2025
Q2 		$6.65M Sell
59,950
-27,035
-31% -$3.04M 0.08% 221
2025
Q1 		$10.8M Sell
86,985
-6,507
-7% -$727K 0.15% 151
2024
Q4 		$9.54M Sell
93,492
-2,291
-2% -$245K 0.14% 169
2024
Q3 		$9.92M Buy
95,783
+94,457
+7,123% +$9.39M 0.14% 165
2024
Q2 		$119K Sell
1,326
-423
-24% -$36.7K 0.02% 404
2024
Q1 		$153K Sell
1,749
-32
-2% -$2.57K 0.03% 371
2023
Q4 		$127K Buy
1,781
+3
+0.2% +$214 0.03% 389
2023
Q3 		$124K Sell
1,778
-47
-3% -$3.35K 0.03% 360
2023
Q2 		$126K Sell
1,825
-304
-14% -$19.3K 0.03% 352
2023
Q1 		$122K Sell
2,129
-6
-0.3% -$345 0.03% 342
2022
Q4 		$122K Sell
2,135
-208
-9% -$12.2K 0.03% 330
2022
Q3 		$142K Buy
2,343
+46
+2% +$2.89K 0.04% 294
2022
Q2 		$134K Buy
2,297
+21
+0.9% +$1.29K 0.04% 299
2022
Q1 		$164K Hold
2,276
– – 0.05% 293
2021
Q4 		$160K Buy
2,276
+1,301
+133% +$83.9K 0.05% 286
2021
Q3 		$54K Buy
+975
New +$54.3K 0.03% 291

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 $59.9B AUM 27.01% 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

Benjamin Edwards Inc's BRO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Brown & Brown (BRO) stake by 60% in Q2 2026, buying an estimated $2.19M and bringing the position to 95,538 shares worth $6.13M. The position accounts for 0.06% of the portfolio, ranked #312.

Benjamin Edwards Inc first reported a position in BRO in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.8M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Benjamin Edwards Inc held 95,538 shares of Brown & Brown worth $6.13M as of Q2 2026.
  • Benjamin Edwards Inc bought 35,948 Brown & Brown shares in Q2 2026, an estimated $2.19M.
  • Brown & Brown made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #312 holding.
  • Benjamin Edwards Inc first reported a position in Brown & Brown in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's Brown & Brown position peaked at $10.8M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.