BOK Financial Private Wealth’s Brown & Brown BRO Stock Holding History

BOK Financial Private Wealth’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	$316K	Sell	4,926 -222	-4%	-$13.5K	0.02%	149
2026 Q1	$336K	Sell	5,148 -235	-4%	-$16.9K	0.02%	148
2025 Q4	$429K	Sell	5,383 -786	-13%	-$65.6K	0.03%	136
2025 Q3	$579K	Sell	6,169 -5,901	-49%	-$575K	0.04%	119
2025 Q2	$1.34M	Sell	12,070 -2,975	-20%	-$334K	0.09%	77
2025 Q1	$1.87M	Sell	15,045 -3,675	-20%	-$411K	0.14%	64
2024 Q4	$1.91M	Sell	18,720 -2,042	-10%	-$218K	0.14%	67
2024 Q3	$2.15M	Sell	20,762 -3,292	-14%	-$327K	0.16%	63
2024 Q2	$2.15M	Sell	24,054 -207	-0.9%	-$18K	0.16%	64
2024 Q1	$2.12M	Sell	24,261 -1,956	-7%	-$157K	0.16%	65
2023 Q4	$1.86M	Sell	26,217 -2,348	-8%	-$168K	0.15%	77
2023 Q3	$1.99M	Sell	28,565 -4,765	-14%	-$340K	0.17%	75
2023 Q2	$2.29M	Sell	33,330 -6,553	-16%	-$417K	0.19%	70
2023 Q1	$2.29M	Buy	39,883 +72	+0.2%	+$4.14K	0.18%	73
2022 Q4	$2.27M	Buy	39,811 +543	+1%	+$31.8K	0.19%	72
2022 Q3	$2.38M	Buy	39,268 +157	+0.4%	+$9.88K	0.21%	69
2022 Q2	$2.28M	Buy	39,111 +1,410	+4%	+$86.5K	0.2%	77
2022 Q1	$2.73M	Buy	37,701 +5,931	+19%	+$398K	0.19%	81
2021 Q4	$2.23M	Sell	31,770 -354	-1%	-$22.8K	0.15%	92
2021 Q3	$1.78M	Sell	32,124 -399	-1%	-$22.2K	0.14%	92
2021 Q2	$1.73M	Buy	32,523 +503	+2%	+$25.9K	0.14%	89
2021 Q1	$1.46M	Sell	32,020 -643	-2%	-$29.5K	0.13%	89
2020 Q4	$1.55M	Sell	32,663 -1,442	-4%	-$66.4K	0.15%	86
2020 Q3	$1.54M	Sell	34,105 -937	-3%	-$41.8K	0.16%	85
2020 Q2	$1.43M	Buy	+35,042	New	+$1.35M	0.15%	88

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

BOK Financial Private Wealth's BRO Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Brown & Brown (BRO) stake by 4.3% in Q2 2026, selling an estimated $13.5K and leaving 4,926 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #149.

BOK Financial Private Wealth first reported a position in BRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.73M in Q1 2022. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

BOK Financial Private Wealth held 4,926 shares of Brown & Brown worth $316K as of Q2 2026.
BOK Financial Private Wealth sold 222 Brown & Brown shares in Q2 2026, an estimated $13.5K.
Brown & Brown made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #149 holding.
BOK Financial Private Wealth first reported a position in Brown & Brown in Q2 2020 and has held it in 25 quarters since.
BOK Financial Private Wealth's Brown & Brown position peaked at $2.73M in Q1 2022.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.