Capital Analysts LLC’s Brown & Brown BRO Stock Holding History

Capital Analysts LLC’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 Q3	$183	Buy	+3	New	+$206	﹤0.01%	1693

Other funds holding BRO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Capital Analysts LLC's BRO Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in Brown & Brown (BRO) in Q3 2026: 3 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings.

696 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Capital Analysts LLC held 3 shares of Brown & Brown worth $183 as of Q3 2026.
Brown & Brown was a new Capital Analysts LLC position in Q3 2026.
Brown & Brown made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #1693 holding.
696 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.