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Curio Wealth’s Brown & Brown BRO Stock Holding History

Curio Wealth’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 		– Sell
-601
Closed -$39.2K – 223
2026
Q1 		$39.2K Buy
601
+1
+0.2% +$72 0.01% 148
2025
Q4 		$48.5K Hold
600
– – 0.02% 141
2025
Q3 		$56.3K Sell
600
-600
-50% -$58.5K 0.02% 120
2025
Q2 		$133K Buy
1,200
+1,199
+119,900% +$135K 0.06% 85
2025
Q1 		$122K Sell
1
-1,199
-100% -$134K 0.06% 87
2024
Q4 		$122K Buy
+1,200
New +$128K 0.07% 83

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

Curio Wealth's BRO Position: Q2 2026 in Review

Curio Wealth sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 601 shares — an estimated $39.2K sold.

Curio Wealth first reported a position in BRO in Q4 2024 and held it in 6 quarters. The position peaked at $133K in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Curio Wealth reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 601 Brown & Brown shares in Q2 2026, an estimated $39.2K.
  • Curio Wealth first reported a position in Brown & Brown in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Brown & Brown position peaked at $133K in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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