CWP
BRO icon

Cyndeo Wealth Partners’s Brown & Brown BRO Stock Holding History

Cyndeo Wealth Partners’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 		$1.08M Hold
16,844
– – 0.05% 252
2026
Q1 		$1.1M Buy
16,844
+1,287
+8% +$92.8K 0.06% 227
2025
Q4 		$1.24M Sell
15,557
-41
-0.3% -$3.42K 0.07% 214
2025
Q3 		$1.46M Hold
15,598
– – 0.08% 190
2025
Q2 		$1.73M Buy
15,598
+1,363
+10% +$153K 0.1% 175
2025
Q1 		$1.77M Buy
14,235
+2,027
+17% +$226K 0.12% 173
2024
Q4 		$1.25M Hold
12,208
– – 0.08% 194
2024
Q3 		$1.26M Buy
12,208
+370
+3% +$36.8K 0.09% 196
2024
Q2 		$1.06M Buy
11,838
+18
+0.2% +$1.56K 0.08% 206
2024
Q1 		$1.03M Hold
11,820
– – 0.09% 197
2023
Q4 		$841K Buy
11,820
+13
+0.1% +$929 0.08% 200
2023
Q3 		$825K Buy
11,807
+10
+0.1% +$713 0.09% 187
2023
Q2 		$812K Buy
+11,797
New +$750K 0.08% 182

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

Cyndeo Wealth Partners's BRO Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Brown & Brown (BRO) position steady in Q2 2026 at 16,844 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #252.

Cyndeo Wealth Partners first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cyndeo Wealth Partners held 16,844 shares of Brown & Brown worth $1.08M as of Q2 2026.
  • Cyndeo Wealth Partners left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • Cyndeo Wealth Partners first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
  • Cyndeo Wealth Partners's Brown & Brown position peaked at $1.77M in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.