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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$227K Buy
3,537
+95
+3% +$5.79K ﹤0.01% 977
2026
Q1
$224K Sell
3,442
-653
-16% -$47.1K ﹤0.01% 905
2025
Q4
$326K Buy
+4,095
New +$342K 0.01% 669

Other funds holding BRO

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

Empirical Wealth Management increased its Brown & Brown (BRO) stake by 2.8% in Q2 2026, buying an estimated $5.79K and bringing the position to 3,537 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Empirical Wealth Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 500 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Empirical Wealth Management held 3,537 shares of Brown & Brown worth $227K as of Q2 2026.
  • Empirical Wealth Management bought 95 Brown & Brown shares in Q2 2026, an estimated $5.79K.
  • Brown & Brown made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Empirical Wealth Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Brown & Brown position peaked at $326K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.