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BRO icon

Covestor’s Brown & Brown BRO Stock Holding History

Covestor’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 		$53K Buy
828
+168
+25% +$10.2K 0.03% 754
2026
Q1 		$43K Sell
660
-235
-26% -$16.9K 0.03% 791
2025
Q4 		$71K Sell
895
-80
-8% -$6.67K 0.04% 756
2025
Q3 		$91K Buy
975
+298
+44% +$29K 0.05% 630
2025
Q2 		$75K Sell
677
-260
-28% -$29.2K 0.04% 707
2025
Q1 		$117K Buy
937
+105
+13% +$11.7K 0.08% 384
2024
Q4 		$85K Buy
832
+152
+22% +$16.2K 0.05% 614
2024
Q3 		$70K Sell
680
-48
-7% -$4.77K 0.04% 719
2024
Q2 		$65K Buy
728
+528
+264% +$45.8K 0.04% 734
2024
Q1 		$18K Sell
200
-572
-74% -$46K 0.01% 1243
2023
Q4 		$55K Buy
772
+2
+0.3% +$143 0.04% 806
2023
Q3 		$54K Sell
770
-7
-0.9% -$499 0.04% 734
2023
Q2 		$54K Sell
777
-179
-19% -$11.4K 0.04% 748
2023
Q1 		$55K Buy
956
+131
+16% +$7.53K 0.05% 669
2022
Q4 		$47K Buy
825
+205
+33% +$12K 0.04% 752
2022
Q3 		$38K Sell
620
-916
-60% -$57.6K 0.03% 797
2022
Q2 		$90K Hold
1,536
– – 0.07% 471
2022
Q1 		$111K Buy
1,536
+599
+64% +$40.2K 0.07% 433
2021
Q4 		$66K Buy
+937
New +$60.4K 0.09% 363

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

Covestor's BRO Position: Q2 2026 in Review

Covestor increased its Brown & Brown (BRO) stake by 25% in Q2 2026, buying an estimated $10.2K and bringing the position to 828 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #754.

Covestor first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q1 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Covestor held 828 shares of Brown & Brown worth $53K as of Q2 2026.
  • Covestor bought 168 Brown & Brown shares in Q2 2026, an estimated $10.2K.
  • Brown & Brown made up 0.03% of Covestor's portfolio in Q2 2026, its #754 holding.
  • Covestor first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Brown & Brown position peaked at $117K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.