Bullock Wealth Management’s Brown & Brown BRO Stock Holding History

Bullock Wealth 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	$333K	Sell	4,947 -111	-2%	-$6.77K	0.14%	133
2026 Q1	$326K	Buy	5,058 +10	+0.2%	+$721	0.16%	124
2025 Q4	$402K	Buy	5,048 +8	+0.2%	+$667	0.2%	103
2025 Q3	$468K	Buy	5,040 +6	+0.1%	+$585	0.23%	98
2025 Q2	$548K	Sell	5,034 -124	-2%	-$13.9K	0.29%	83
2025 Q1	$640K	Sell	5,158 -1,264	-20%	-$141K	0.36%	66
2024 Q4	$655K	Sell	6,422 -531	-8%	-$56.7K	0.38%	58
2024 Q3	$730K	Sell	6,953 -97	-1%	-$9.65K	0.44%	56
2024 Q2	$628K	Sell	7,050 -1,333	-16%	-$116K	0.41%	62
2024 Q1	$724K	Buy	+8,383	New	+$674K	0.48%	51

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's BRO Position: Q2 2026 in Review

Bullock Wealth Management reduced its Brown & Brown (BRO) stake by 2.2% in Q2 2026, selling an estimated $6.77K and leaving 4,947 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #133.

Bullock Wealth Management first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $730K in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Bullock Wealth Management held 4,947 shares of Brown & Brown worth $333K as of Q2 2026.
Bullock Wealth Management sold 111 Brown & Brown shares in Q2 2026, an estimated $6.77K.
Brown & Brown made up 0.14% of Bullock Wealth Management's portfolio in Q2 2026, its #133 holding.
Bullock Wealth Management first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Brown & Brown position peaked at $730K in Q3 2024.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.