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Brookstone Capital Management’s Brown & Brown BRO Stock Holding History

Brookstone Capital Management’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 		$492K Buy
7,662
+283
+4% +$17.3K ﹤0.01% 939
2026
Q1 		$481K Sell
7,379
-105
-1% -$7.57K 0.01% 876
2025
Q4 		$596K Sell
7,484
-30,910
-81% -$2.58M 0.01% 800
2025
Q3 		$3.6M Buy
38,394
+9,127
+31% +$889K 0.04% 359
2025
Q2 		$3.24M Buy
29,267
+21,384
+271% +$2.4M 0.04% 346
2025
Q1 		$981K Buy
7,883
+332
+4% +$37.1K 0.01% 562
2024
Q4 		$770K Buy
7,551
+64
+0.9% +$6.83K 0.01% 592
2024
Q3 		$776K Sell
7,487
-197
-3% -$19.6K 0.01% 576
2024
Q2 		$719K Sell
7,684
-2,329
-23% -$202K 0.01% 561
2024
Q1 		$877K Buy
10,013
+3,096
+45% +$249K 0.02% 517
2023
Q4 		$492K Buy
6,917
+36
+0.5% +$2.57K 0.01% 602
2023
Q3 		$470K Sell
6,881
-190
-3% -$13.6K 0.01% 588
2023
Q2 		$479K Buy
7,071
+77
+1% +$4.9K 0.01% 592
2023
Q1 		$418K Buy
6,994
+184
+3% +$10.6K 0.01% 629
2022
Q4 		$401K Hold
6,810
– – 0.01% 630
2022
Q3 		$413K Hold
6,810
– – 0.01% 597
2022
Q2 		$409K Sell
6,810
-28
-0.4% -$1.72K 0.01% 586
2022
Q1 		$496K Buy
6,838
+20
+0.3% +$1.34K 0.01% 563
2021
Q4 		$468K Hold
6,818
– – 0.01% 539
2021
Q3 		$420K Hold
6,818
– – 0.01% 535
2021
Q2 		$359K Buy
+6,818
New +$351K 0.01% 547

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

Brookstone Capital Management's BRO Position: Q2 2026 in Review

Brookstone Capital Management increased its Brown & Brown (BRO) stake by 3.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 7,662 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Brookstone Capital Management first reported a position in BRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.6M in Q3 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Brookstone Capital Management held 7,662 shares of Brown & Brown worth $492K as of Q2 2026.
  • Brookstone Capital Management bought 283 Brown & Brown shares in Q2 2026, an estimated $17.3K.
  • Brown & Brown made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #939 holding.
  • Brookstone Capital Management first reported a position in Brown & Brown in Q2 2021 and has held it in 21 quarters since.
  • Brookstone Capital Management's Brown & Brown position peaked at $3.6M in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.