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Cassaday & Co Wealth Management’s Brown & Brown BRO Stock Holding History

Cassaday & Co 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 		$3.08K Sell
48
-23
-32% -$1.4K ﹤0.01% 998
2026
Q1 		$4.63K Buy
+71
New +$5.12K ﹤0.01% 984

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

Cassaday & Co Wealth Management's BRO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Brown & Brown (BRO) stake by 32% in Q2 2026, selling an estimated $1.4K and leaving 48 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Cassaday & Co Wealth Management first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.63K in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cassaday & Co Wealth Management held 48 shares of Brown & Brown worth $3.08K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 23 Brown & Brown shares in Q2 2026, an estimated $1.4K.
  • Brown & Brown made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #998 holding.
  • Cassaday & Co Wealth Management first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Brown & Brown position peaked at $4.63K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.