Cetera Investment Advisers
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Cetera Investment Advisers’s Brown & Brown BRO Stock Holding History

Cetera Investment Advisers’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 		$1.68M Sell
26,244
-10,560
-29% -$644K ﹤0.01% 2540
2026
Q1 		$2.4M Buy
36,804
+311
+0.9% +$22.4K ﹤0.01% 2130
2025
Q4 		$2.91M Sell
36,493
-9,006
-20% -$751K ﹤0.01% 1880
2025
Q3 		$4.27M Buy
45,499
+6,108
+16% +$595K 0.01% 1534
2025
Q2 		$4.37M Sell
39,391
-4,487
-10% -$504K 0.01% 1278
2025
Q1 		$5.46M Buy
43,878
+7,598
+21% +$849K 0.01% 1052
2024
Q4 		$3.7M Buy
36,280
+885
+3% +$94.5K 0.01% 1222
2024
Q3 		$3.67M Buy
35,395
+8,057
+29% +$801K 0.01% 1194
2024
Q2 		$2.44M Buy
27,338
+10,313
+61% +$895K 0.01% 1421
2024
Q1 		$1.49M Buy
17,025
+13,649
+404% +$1.1M ﹤0.01% 1773
2023
Q4 		$240K Buy
+3,376
New +$241K ﹤0.01% 1927
2022
Q4 		– Sell
-3,504
Closed -$212K – 2119
2022
Q3 		$212K Sell
3,504
-214
-6% -$13.5K ﹤0.01% 1470
2022
Q2 		$217K Buy
3,718
+498
+15% +$30.6K ﹤0.01% 1617
2022
Q1 		$233K Buy
+3,220
New +$216K ﹤0.01% 1620

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's BRO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Brown & Brown (BRO) stake by 29% in Q2 2026, selling an estimated $644K and leaving 26,244 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Cetera Investment Advisers first reported a position in BRO in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.46M in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cetera Investment Advisers held 26,244 shares of Brown & Brown worth $1.68M as of Q2 2026.
  • Cetera Investment Advisers sold 10,560 Brown & Brown shares in Q2 2026, an estimated $644K.
  • Brown & Brown made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2540 holding.
  • Cetera Investment Advisers first reported a position in Brown & Brown in Q1 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Brown & Brown position peaked at $5.46M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.