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Copia Wealth Management’s Brown & Brown BRO Stock Holding History

Copia Wealth Management’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 		$2.25K Hold
35
– – ﹤0.01% 459
2026
Q1 		$2.28K Hold
35
– – ﹤0.01% 428
2025
Q4 		$2.79K Hold
35
– – ﹤0.01% 414
2025
Q3 		$3.28K Sell
35
-35
-50% -$3.41K ﹤0.01% 383
2025
Q2 		$7.76K Hold
70
– – 0.01% 312
2025
Q1 		$8.71K Hold
70
– – 0.01% 290
2024
Q4 		$7.14K Buy
+70
New +$7.47K 0.01% 291

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

Copia Wealth Management's BRO Position: Q2 2026 in Review

Copia Wealth Management held its Brown & Brown (BRO) position steady in Q2 2026 at 35 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Copia Wealth Management first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.71K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Copia Wealth Management held 35 shares of Brown & Brown worth $2.25K as of Q2 2026.
  • Copia Wealth Management left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Copia Wealth Management first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Brown & Brown position peaked at $8.71K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.