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Carolina Wealth Advisors’s Brown & Brown BRO Stock Holding History

Carolina Wealth Advisors’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 		$5.39K Hold
84
– – ﹤0.01% 233
2026
Q1 		$5.48K Hold
84
– – ﹤0.01% 218
2025
Q4 		$6.7K Hold
84
– – ﹤0.01% 191
2025
Q3 		$7.88K Hold
84
– – ﹤0.01% 175
2025
Q2 		$9.31K Hold
84
– – ﹤0.01% 148
2025
Q1 		$10.4K Hold
84
– – 0.01% 137
2024
Q4 		$8.57K Hold
84
– – ﹤0.01% 151
2024
Q3 		$8.7K Buy
+84
New +$8.35K ﹤0.01% 177

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

Carolina Wealth Advisors's BRO Position: Q2 2026 in Review

Carolina Wealth Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 84 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Carolina Wealth Advisors first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.4K in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Carolina Wealth Advisors held 84 shares of Brown & Brown worth $5.39K as of Q2 2026.
  • Carolina Wealth Advisors left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Carolina Wealth Advisors first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's Brown & Brown position peaked at $10.4K in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.