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Empowered Funds’s Brown & Brown BRO Stock Holding History

Empowered Funds’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 		$1.9M Buy
29,545
+640
+2% +$39K 0.01% 1217
2026
Q1 		$1.88M Buy
+28,905
New +$2.08M 0.01% 1137
2025
Q4 		– Sell
-30,757
Closed -$2.88M – 1120
2025
Q3 		$2.88M Buy
30,757
+1,238
+4% +$121K 0.03% 732
2025
Q2 		$3.27M Sell
29,519
-14,810
-33% -$1.66M 0.04% 601
2025
Q1 		$5.51M Buy
44,329
+22,283
+101% +$2.49M 0.08% 355
2024
Q4 		$2.25M Buy
22,046
+1,362
+7% +$145K 0.03% 691
2024
Q3 		$2.14M Buy
20,684
+418
+2% +$41.6K 0.03% 651
2024
Q2 		$1.81M Buy
20,266
+16,757
+478% +$1.45M 0.03% 640
2024
Q1 		$307K Buy
3,509
+571
+19% +$45.9K 0.01% 1206
2023
Q4 		$209K Sell
2,938
-230
-7% -$16.4K 0.01% 1204
2023
Q3 		$221K Buy
+3,168
New +$226K 0.01% 1127

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

Empowered Funds's BRO Position: Q2 2026 in Review

Empowered Funds increased its Brown & Brown (BRO) stake by 2.2% in Q2 2026, buying an estimated $39K and bringing the position to 29,545 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1217.

Empowered Funds first reported a position in BRO in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Empowered Funds held 29,545 shares of Brown & Brown worth $1.9M as of Q2 2026.
  • Empowered Funds bought 640 Brown & Brown shares in Q2 2026, an estimated $39K.
  • Brown & Brown made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1217 holding.
  • Empowered Funds first reported a position in Brown & Brown in Q3 2023 and has held it in 11 quarters since.
  • Empowered Funds's Brown & Brown position peaked at $5.51M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.