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Bogart Wealth LLC’s Brown & Brown BRO Stock Holding History

Bogart Wealth LLC’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 		$12.3K Buy
191
+168
+730% +$10.2K ﹤0.01% 936
2026
Q1 		$1.5K Buy
23
+17
+283% +$1.23K ﹤0.01% 1339
2025
Q4 		$478 Sell
6
-4
-40% -$334 ﹤0.01% 1484
2025
Q3 		$938 Buy
+10
New +$975 ﹤0.01% 1302
2025
Q1 		– Sell
-49
Closed -$5K – 1431
2024
Q4 		$5K Buy
+49
New +$5.23K ﹤0.01% 881

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's BRO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Brown & Brown (BRO) stake by 730% in Q2 2026, buying an estimated $10.2K and bringing the position to 191 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Bogart Wealth LLC first reported a position in BRO in Q4 2024 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Bogart Wealth LLC held 191 shares of Brown & Brown worth $12.3K as of Q2 2026.
  • Bogart Wealth LLC bought 168 Brown & Brown shares in Q2 2026, an estimated $10.2K.
  • Brown & Brown made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #936 holding.
  • Bogart Wealth LLC first reported a position in Brown & Brown in Q4 2024 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.