Commonwealth Equity Services’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.55M | Buy |
133,226
+14,438
| +12% | +$881K | 0.01% | 1041 |
|
|
2026
Q1 | $7.75M | Buy |
118,788
+3,471
| +3% | +$250K | 0.01% | 1053 |
|
|
2025
Q4 | $9.19M | Sell |
115,317
-64,836
| -36% | -$5.41M | 0.01% | 938 |
|
|
2025
Q3 | $16.9M | Buy |
180,153
+11,945
| +7% | +$1.16M | 0.02% | 648 |
|
|
2025
Q2 | $18.6M | Sell |
168,208
-3,555
| -2% | -$399K | 0.02% | 606 |
|
|
2025
Q1 | $21.4M | Buy |
171,763
+2,925
| +2% | +$327K | 0.03% | 533 |
|
|
2024
Q4 | $17.2M | Buy |
168,838
+54,246
| +47% | +$5.79M | 0.03% | 593 |
|
|
2024
Q3 | $11.9M | Sell |
114,592
-7,398
| -6% | -$736K | 0.02% | 746 |
|
|
2024
Q2 | $10.9M | Buy |
121,990
+1,435
| +1% | +$125K | 0.02% | 768 |
|
|
2024
Q1 | $10.6M | Buy |
120,555
+3,540
| +3% | +$285K | 0.02% | 765 |
|
|
2023
Q4 | $8.32M | Buy |
117,015
+11,747
| +11% | +$840K | 0.02% | 823 |
|
|
2023
Q3 | $7.35M | Buy |
105,268
+3,649
| +4% | +$260K | 0.02% | 828 |
|
|
2023
Q2 | $7M | Sell |
101,619
-1,068
| -1% | -$67.9K | 0.01% | 860 |
|
|
2023
Q1 | $5.9K | Buy |
102,687
+35,915
| +54% | +$2.06M | 0.01% | 934 |
|
|
2022
Q4 | $3.8M | Buy |
66,772
+8,352
| +14% | +$488K | 0.01% | 1117 |
|
|
2022
Q3 | $3.53M | Buy |
58,420
+11,055
| +23% | +$696K | 0.01% | 1073 |
|
|
2022
Q2 | $2.76M | Buy |
47,365
+1,323
| +3% | +$81.2K | 0.01% | 1226 |
|
|
2022
Q1 | $3.33M | Sell |
46,042
-16,601
| -27% | -$1.11M | 0.01% | 1177 |
|
|
2021
Q4 | $4.4M | Buy |
62,643
+1,238
| +2% | +$79.9K | 0.01% | 994 |
|
|
2021
Q3 | $3.4M | Buy |
61,405
+2,467
| +4% | +$137K | 0.01% | 1098 |
|
|
2021
Q2 | $3.13M | Buy |
58,938
+2,216
| +4% | +$114K | 0.01% | 1137 |
|
|
2021
Q1 | $2.59M | Sell |
56,722
-2,751
| -5% | -$126K | 0.01% | 1156 |
|
|
2020
Q4 | $2.82M | Buy |
59,473
+5,371
| +10% | +$247K | 0.01% | 1034 |
|
|
2020
Q3 | $2.45M | Sell |
54,102
-260
| -0.5% | -$11.6K | 0.01% | 993 |
|
|
2020
Q2 | $2.21M | Buy |
54,362
+24,769
| +84% | +$955K | 0.01% | 986 |
|
|
2020
Q1 | $1.07M | Sell |
29,593
-6,774
| -19% | -$286K | 0.01% | 1230 |
|
|
2019
Q4 | $1.44M | Buy |
36,367
+1,346
| +4% | +$50.6K | 0.01% | 1216 |
|
|
2019
Q3 | $1.26M | Buy |
35,021
+5,046
| +17% | +$181K | 0.01% | 1220 |
|
|
2019
Q2 | $1M | Buy |
29,975
+27
| +0.1% | +$856 | ﹤0.01% | 1344 |
|
|
2019
Q1 | $883K | Sell |
29,948
-634
| -2% | -$18.1K | ﹤0.01% | 1384 |
|
|
2018
Q4 | $842K | Buy |
30,582
+28
| +0.1% | +$792 | ﹤0.01% | 1314 |
|
|
2018
Q3 | $903K | Buy |
30,554
+128
| +0.4% | +$3.81K | ﹤0.01% | 1374 |
|
|
2018
Q2 | $844K | Sell |
30,426
-518
| -2% | -$14.1K | ﹤0.01% | 1387 |
|
|
2018
Q1 | $787K | Buy |
30,944
+2,562
| +9% | +$66.9K | ﹤0.01% | 1384 |
|
|
2017
Q4 | $730K | Sell |
28,382
-908
| -3% | -$22.8K | ﹤0.01% | 1416 |
|
|
2017
Q3 | $706K | Buy |
29,290
+4,476
| +18% | +$100K | ﹤0.01% | 1388 |
|
|
2017
Q2 | $534K | Sell |
24,814
-936
| -4% | -$20.1K | ﹤0.01% | 1532 |
|
|
2017
Q1 | $537K | Buy |
25,750
+9,860
| +62% | +$213K | ﹤0.01% | 1455 |
|
|
2016
Q4 | $356K | Buy |
+15,890
| New | +$323K | ﹤0.01% | 1645 |
|
Other funds holding BRO
VLKIM
Commonwealth Equity Services's BRO Position: Q2 2026 in Review
Commonwealth Equity Services increased its Brown & Brown (BRO) stake by 12% in Q2 2026, buying an estimated $881K and bringing the position to 133,226 shares worth $8.55M. The position accounts for 0.01% of the portfolio, ranked #1041.
Commonwealth Equity Services first reported a position in BRO in Q4 2016 and has held it in 39 quarters since. The position peaked at $21.4M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Commonwealth Equity Services held 133,226 shares of Brown & Brown worth $8.55M as of Q2 2026.
- Commonwealth Equity Services bought 14,438 Brown & Brown shares in Q2 2026, an estimated $881K.
- Brown & Brown made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1041 holding.
- Commonwealth Equity Services first reported a position in Brown & Brown in Q4 2016 and has held it in 39 quarters since.
- Commonwealth Equity Services's Brown & Brown position peaked at $21.4M in Q1 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.