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Capital Advisors Ltd’s Brown & Brown BRO Stock Holding History

Capital Advisors Ltd’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 		$30K Buy
466
+172
+59% +$10.5K ﹤0.01% 599
2026
Q1 		$19K Buy
294
+97
+49% +$6.99K ﹤0.01% 677
2025
Q4 		$16K Sell
197
-16
-8% -$1.33K ﹤0.01% 696
2025
Q3 		$20K Buy
213
+15
+8% +$1.46K ﹤0.01% 640
2025
Q2 		$22K Sell
198
-20
-9% -$2.25K ﹤0.01% 607
2025
Q1 		$27K Buy
218
+20
+10% +$2.23K ﹤0.01% 565
2024
Q4 		$20K Sell
198
-1
-0.5% -$107 ﹤0.01% 613
2024
Q3 		$21K Buy
199
+1
+0.5% +$99 ﹤0.01% 597
2024
Q2 		$18K Sell
198
-7
-3% -$608 ﹤0.01% 608
2024
Q1 		$18K Buy
205
+10
+5% +$804 ﹤0.01% 601
2023
Q4 		$14K Hold
195
– – ﹤0.01% 619
2023
Q3 		$14K Hold
195
– – ﹤0.01% 615
2023
Q2 		$13K Buy
195
+129
+195% +$8.21K ﹤0.01% 641
2023
Q1 		$4K Sell
66
-55
-45% -$3.16K ﹤0.01% 720
2022
Q4 		$0 Buy
121
+17
+16% +$994 ﹤0.01% 1243
2022
Q3 		$6K Buy
104
+81
+352% +$5.1K ﹤0.01% 597
2022
Q2 		$1K Buy
+23
New +$1.41K ﹤0.01% 729

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 $60.8B AUM 26.63% 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

Capital Advisors Ltd's BRO Position: Q2 2026 in Review

Capital Advisors Ltd increased its Brown & Brown (BRO) stake by 59% in Q2 2026, buying an estimated $10.5K and bringing the position to 466 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Capital Advisors Ltd first reported a position in BRO in Q2 2022 and has held it in 17 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Capital Advisors Ltd held 466 shares of Brown & Brown worth $30K as of Q2 2026.
  • Capital Advisors Ltd bought 172 Brown & Brown shares in Q2 2026, an estimated $10.5K.
  • Brown & Brown made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #599 holding.
  • Capital Advisors Ltd first reported a position in Brown & Brown in Q2 2022 and has held it in 17 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.