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Blue Zone Wealth Advisors’s Brown & Brown BRO Stock Holding History

Blue Zone Wealth 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 		$308K Hold
4,800
– – 0.05% 103
2026
Q1 		$313K Buy
+4,800
New +$346K 0.06% 101

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Blue Zone Wealth Advisors's BRO Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 4,800 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #103.

Blue Zone Wealth Advisors first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 100 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Blue Zone Wealth Advisors held 4,800 shares of Brown & Brown worth $308K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Blue Zone Wealth Advisors first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Blue Zone Wealth Advisors's Brown & Brown position peaked at $313K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.