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Bruce G. Allen Investments’s Brown & Brown BRO Stock Holding History

Bruce G. Allen Investments’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 		$9.11K Buy
142
+40
+39% +$2.44K 0.01% 497
2026
Q1 		$6.65K Sell
102
-279
-73% -$20.1K ﹤0.01% 532
2025
Q4 		$30.4K Buy
381
+61
+19% +$5.09K 0.02% 339
2025
Q3 		$30K Sell
320
-12
-4% -$1.17K 0.02% 340
2025
Q2 		$36.8K Buy
332
+305
+1,130% +$34.3K 0.03% 299
2025
Q1 		$3.36K Hold
27
– – ﹤0.01% 618
2024
Q4 		$2.75K Hold
27
– – ﹤0.01% 658
2024
Q3 		$2.8K Hold
27
– – ﹤0.01% 659
2024
Q2 		$2.41K Hold
27
– – ﹤0.01% 661
2024
Q1 		$2.36K Hold
27
– – ﹤0.01% 682
2023
Q4 		$1.92K Buy
+27
New +$1.93K ﹤0.01% 744

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

Bruce G. Allen Investments's BRO Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Brown & Brown (BRO) stake by 39% in Q2 2026, buying an estimated $2.44K and bringing the position to 142 shares worth $9.11K. The position accounts for 0.01% of the portfolio, ranked #497.

Bruce G. Allen Investments first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.8K in Q2 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Bruce G. Allen Investments held 142 shares of Brown & Brown worth $9.11K as of Q2 2026.
  • Bruce G. Allen Investments bought 40 Brown & Brown shares in Q2 2026, an estimated $2.44K.
  • Brown & Brown made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #497 holding.
  • Bruce G. Allen Investments first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Brown & Brown position peaked at $36.8K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.