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Crestwood Advisors Group’s Brown & Brown BRO Stock Holding History

Crestwood Advisors Group’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 		$442K Buy
6,887
+2,878
+72% +$176K 0.01% 539
2026
Q1 		$261K Buy
4,009
+665
+20% +$47.9K ﹤0.01% 641
2025
Q4 		$267K Buy
+3,344
New +$279K ﹤0.01% 557

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

Crestwood Advisors Group's BRO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Brown & Brown (BRO) stake by 72% in Q2 2026, buying an estimated $176K and bringing the position to 6,887 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #539.

Crestwood Advisors Group first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Crestwood Advisors Group held 6,887 shares of Brown & Brown worth $442K as of Q2 2026.
  • Crestwood Advisors Group bought 2,878 Brown & Brown shares in Q2 2026, an estimated $176K.
  • Brown & Brown made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #539 holding.
  • Crestwood Advisors Group first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.