Boston Family Office’s Brown & Brown BRO Stock Holding History

Boston Family Office’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	-3,070	Closed	-$200K	–	314
2026 Q1	$200K	Sell	3,070 -215	-7%	-$15.5K	0.01%	308
2025 Q4	$262K	Hold	3,285	–	–	0.02%	277
2025 Q3	$308K	Buy	3,285 +855	+35%	+$83.3K	0.02%	246
2025 Q2	$269K	Buy	2,430 +80	+3%	+$8.99K	0.02%	249
2025 Q1	$292K	Buy	+2,350	New	+$263K	0.02%	242

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 $60.8B AUM 26.63% 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

Boston Family Office's BRO Position: Q2 2026 in Review

Boston Family Office sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,070 shares — an estimated $200K sold.

Boston Family Office first reported a position in BRO in Q1 2025 and held it in 5 quarters. The position peaked at $308K in Q3 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Boston Family Office reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Boston Family Office sold 3,070 Brown & Brown shares in Q2 2026, an estimated $200K.
Boston Family Office first reported a position in Brown & Brown in Q1 2025 and held it in 5 quarters.
Boston Family Office's Brown & Brown position peaked at $308K in Q3 2025.
807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.