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Clearstead Advisors’s Brown & Brown BRO Stock Holding History

Clearstead 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 		$71K Sell
1,107
-1,328
-55% -$81K ﹤0.01% 1387
2026
Q1 		$159K Buy
2,435
+1,126
+86% +$81.2K ﹤0.01% 1031
2025
Q4 		$104K Buy
1,309
+541
+70% +$45.1K ﹤0.01% 1120
2025
Q3 		$72K Buy
768
+585
+320% +$57K ﹤0.01% 1159
2025
Q2 		$20.3K Buy
183
+177
+2,950% +$19.9K ﹤0.01% 1621
2025
Q1 		$747 Buy
+6
New +$670 ﹤0.01% 2026

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

Clearstead Advisors's BRO Position: Q2 2026 in Review

Clearstead Advisors reduced its Brown & Brown (BRO) stake by 55% in Q2 2026, selling an estimated $81K and leaving 1,107 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Clearstead Advisors first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $159K in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Clearstead Advisors held 1,107 shares of Brown & Brown worth $71K as of Q2 2026.
  • Clearstead Advisors sold 1,328 Brown & Brown shares in Q2 2026, an estimated $81K.
  • Brown & Brown made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1387 holding.
  • Clearstead Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Brown & Brown position peaked at $159K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.