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DiNuzzo Private Wealth’s Brown & Brown BRO Stock Holding History

DiNuzzo Private 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 		$1.16K Sell
18
-5
-22% -$305 ﹤0.01% 859
2026
Q1 		$1.5K Sell
23
-10
-30% -$721 ﹤0.01% 747
2025
Q4 		$2.63K Sell
33
-5
-13% -$417 ﹤0.01% 548
2025
Q3 		$3.69K Sell
38
-1
-3% -$97 ﹤0.01% 442
2025
Q2 		$4.32K Buy
39
+1
+3% +$112 ﹤0.01% 400
2025
Q1 		$4.73K Hold
38
– – ﹤0.01% 367
2024
Q4 		$3.88K Hold
38
– – ﹤0.01% 408
2024
Q3 		$3.94K Buy
38
+1
+3% +$99 ﹤0.01% 412
2024
Q2 		$3.31K Buy
37
+5
+16% +$434 ﹤0.01% 375
2024
Q1 		$2.8K Hold
32
– – ﹤0.01% 369
2023
Q4 		$2.28K Buy
+32
New +$2.29K ﹤0.01% 394

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

DiNuzzo Private Wealth's BRO Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Brown & Brown (BRO) stake by 22% in Q2 2026, selling an estimated $305 and leaving 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

DiNuzzo Private Wealth first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.73K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • DiNuzzo Private Wealth held 18 shares of Brown & Brown worth $1.16K as of Q2 2026.
  • DiNuzzo Private Wealth sold 5 Brown & Brown shares in Q2 2026, an estimated $305.
  • Brown & Brown made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #859 holding.
  • DiNuzzo Private Wealth first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Brown & Brown position peaked at $4.73K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.