Drive Wealth Management’s Brown & Brown BRO Stock Holding History

Drive Wealth Management’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	$367K	Buy	+5,718	New	+$349K	0.07%	258

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Drive Wealth Management's BRO Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 5,718 shares worth $367K. The stake represents 0.07% of the portfolio and ranks #258 among its holdings.

804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Drive Wealth Management held 5,718 shares of Brown & Brown worth $367K as of Q2 2026.
Brown & Brown was a new Drive Wealth Management position in Q2 2026.
Brown & Brown made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #258 holding.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.