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Checchi Capital Advisers’s Brown & Brown BRO Stock Holding History

Checchi Capital 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 		– Sell
-3,669
Closed -$239K – 619
2026
Q1 		$239K Buy
3,669
+664
+22% +$47.9K 0.01% 529
2025
Q4 		$239K Sell
3,005
-242
-7% -$20.2K 0.01% 483
2025
Q3 		$305K Sell
3,247
-261
-7% -$25.4K 0.02% 434
2025
Q2 		$389K Buy
3,508
+41
+1% +$4.61K 0.02% 391
2025
Q1 		$431K Buy
3,467
+21
+0.6% +$2.35K 0.02% 366
2024
Q4 		$352K Sell
3,446
-1,064
-24% -$114K 0.02% 399
2024
Q3 		$467K Hold
4,510
– – 0.03% 347
2024
Q2 		$403K Sell
4,510
-66
-1% -$5.73K 0.02% 370
2024
Q1 		$401K Sell
4,576
-70
-2% -$5.63K 0.03% 375
2023
Q4 		$330K Sell
4,646
-115
-2% -$8.22K 0.03% 401
2023
Q3 		$333K Sell
4,761
-48
-1% -$3.42K 0.03% 380
2023
Q2 		$331K Sell
4,809
-27
-0.6% -$1.72K 0.03% 396
2023
Q1 		$278K Hold
4,836
– – 0.03% 439
2022
Q4 		$276K Sell
4,836
-169
-3% -$9.88K 0.03% 416
2022
Q3 		$303K Hold
5,005
– – 0.03% 385
2022
Q2 		$326K Buy
5,005
+502
+11% +$30.8K 0.03% 400
2022
Q1 		$325K Sell
4,503
-43
-0.9% -$2.88K 0.03% 382
2021
Q4 		$319K Buy
4,546
+40
+0.9% +$2.58K 0.03% 371
2021
Q3 		$250K Buy
4,506
+10
+0.2% +$557 0.02% 418
2021
Q2 		$239K Sell
4,496
-146
-3% -$7.51K 0.02% 455
2021
Q1 		$212K Buy
4,642
+67
+1% +$3.08K 0.02% 471
2020
Q4 		$217K Buy
+4,575
New +$211K 0.02% 441
2020
Q3 		– Sell
-4,926
Closed -$201K – 460
2020
Q2 		$201K Buy
+4,926
New +$190K 0.02% 411
2016
Q3 		– Sell
-4,136
Closed -$77K – 505
2016
Q2 		$77K Sell
4,136
-130
-3% -$2.31K 0.01% 682
2016
Q1 		$76K Buy
+4,266
New +$68.5K 0.02% 683

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

Checchi Capital Advisers's BRO Position: Q2 2026 in Review

Checchi Capital Advisers sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,669 shares — an estimated $239K sold.

Checchi Capital Advisers first reported a position in BRO in Q1 2016 and held it in 25 quarters. The position peaked at $467K in Q3 2024. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Checchi Capital Advisers reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,669 Brown & Brown shares in Q2 2026, an estimated $239K.
  • Checchi Capital Advisers first reported a position in Brown & Brown in Q1 2016 and held it in 25 quarters.
  • Checchi Capital Advisers's Brown & Brown position peaked at $467K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.