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Crewe Advisors’s Brown & Brown BRO Stock Holding History

Crewe 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 		$6.22K Buy
+97
New +$5.92K ﹤0.01% 837
2026
Q1 		– Sell
-5
Closed -$399 – 1053
2025
Q4 		$399 Buy
+5
New +$417 ﹤0.01% 1051
2024
Q3 		– Sell
-297
Closed -$26.6K – 754
2024
Q2 		$26.6K Buy
297
+228
+330% +$19.8K ﹤0.01% 501
2024
Q1 		$6.04K Buy
+69
New +$5.55K ﹤0.01% 697
2023
Q1 		– Sell
-54
Closed -$3.08K – 838
2022
Q4 		$3.08K Sell
54
-75
-58% -$4.39K ﹤0.01% 768
2022
Q3 		$8K Buy
129
+75
+139% +$4.72K ﹤0.01% 711
2022
Q2 		$3K Buy
+54
New +$3.31K ﹤0.01% 869

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

Crewe Advisors's BRO Position: Q2 2026 in Review

Crewe Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 97 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in BRO as recently as Q4 2025.

Crewe Advisors first reported a position in BRO in Q2 2022 and has held it in 7 quarters since. The position peaked at $26.6K in Q2 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Crewe Advisors held 97 shares of Brown & Brown worth $6.22K as of Q2 2026.
  • Brown & Brown was a new Crewe Advisors position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #837 holding.
  • Crewe Advisors first reported a position in Brown & Brown in Q2 2022 and has held it in 7 quarters since.
  • Crewe Advisors's Brown & Brown position peaked at $26.6K in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.