Clark Wealth Partners’s Brown & Brown BRO Stock Holding History

Clark Wealth Partners’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	-34	Closed	-$2.22K	–	581
2026 Q1	$2.22K	Buy	+34	New	+$2.45K	﹤0.01%	441
2025 Q3	–	Sell	-13	Closed	-$1.44K	–	577
2025 Q2	$1.44K	Hold	13	–	–	﹤0.01%	405
2025 Q1	$1.62K	Hold	13	–	–	﹤0.01%	401
2024 Q4	$1.33K	Buy	+13	New	+$1.39K	﹤0.01%	421

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Clark Wealth Partners's BRO Position: Q2 2026 in Review

Clark Wealth Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 34 shares — an estimated $2.22K sold.

Clark Wealth Partners first reported a position in BRO in Q4 2024 and held it in 4 quarters. The position peaked at $2.22K in Q1 2026. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Clark Wealth Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 34 Brown & Brown shares in Q2 2026, an estimated $2.22K.
Clark Wealth Partners first reported a position in Brown & Brown in Q4 2024 and held it in 4 quarters.
Clark Wealth Partners's Brown & Brown position peaked at $2.22K in Q1 2026.
761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.