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Dana Investment Advisors’s Brown & Brown BRO Stock Holding History

Dana Investment 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 		– Sell
-3,178
Closed -$207K – 573
2026
Q1 		$207K Buy
+3,178
New +$229K 0.01% 548

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 $59.9B AUM 27.01% 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

Dana Investment Advisors's BRO Position: Q2 2026 in Review

Dana Investment Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,178 shares — an estimated $207K sold.

Dana Investment Advisors first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Dana Investment Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 3,178 Brown & Brown shares in Q2 2026, an estimated $207K.
  • Dana Investment Advisors first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • Dana Investment Advisors's Brown & Brown position peaked at $207K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.