Envestnet Asset 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 | $29.8M | Sell |
464,414
-57,126
| -11% | -$3.48M | 0.01% | 1168 |
|
|
2026
Q1 | $34M | Sell |
521,540
-103,565
| -17% | -$7.47M | 0.01% | 1011 |
|
|
2025
Q4 | $49.8M | Sell |
625,105
-88,339
| -12% | -$7.37M | 0.01% | 748 |
|
|
2025
Q3 | $66.9M | Sell |
713,444
-27,851
| -4% | -$2.71M | 0.02% | 652 |
|
|
2025
Q2 | $82.2M | Sell |
741,295
-59,899
| -7% | -$6.73M | 0.02% | 562 |
|
|
2025
Q1 | $99.7M | Buy |
801,194
+46,638
| +6% | +$5.21M | 0.03% | 461 |
|
|
2024
Q4 | $77M | Sell |
754,556
-41,555
| -5% | -$4.44M | 0.02% | 551 |
|
|
2024
Q3 | $82.5M | Buy |
796,111
+57,170
| +8% | +$5.69M | 0.03% | 540 |
|
|
2024
Q2 | $66.1M | Buy |
738,941
+194,031
| +36% | +$16.8M | 0.02% | 567 |
|
|
2024
Q1 | $47.7M | Buy |
544,910
+51,255
| +10% | +$4.12M | 0.02% | 689 |
|
|
2023
Q4 | $35.1M | Buy |
493,655
+97,514
| +25% | +$6.97M | 0.01% | 759 |
|
|
2023
Q3 | $27.7M | Buy |
396,141
+234,853
| +146% | +$16.7M | 0.01% | 819 |
|
|
2023
Q2 | $11.1M | Buy |
161,288
+39,343
| +32% | +$2.5M | ﹤0.01% | 1240 |
|
|
2023
Q1 | $7M | Buy |
121,945
+2,119
| +2% | +$122K | ﹤0.01% | 1459 |
|
|
2022
Q4 | $6.83M | Sell |
119,826
-15,382
| -11% | -$899K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $8.18M | Sell |
135,208
-3,606
| -3% | -$227K | ﹤0.01% | 1230 |
|
|
2022
Q2 | $8.1M | Buy |
138,814
+6,491
| +5% | +$398K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $9.56M | Buy |
132,323
+25,448
| +24% | +$1.71M | ﹤0.01% | 1228 |
|
|
2021
Q4 | $7.51M | Buy |
106,875
+480
| +0.5% | +$31K | ﹤0.01% | 1360 |
|
|
2021
Q3 | $5.9M | Buy |
106,395
+7,960
| +8% | +$444K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $5.23M | Buy |
98,435
+6,496
| +7% | +$334K | ﹤0.01% | 1492 |
|
|
2021
Q1 | $4.2M | Buy |
91,939
+6,930
| +8% | +$318K | ﹤0.01% | 1515 |
|
|
2020
Q4 | $4.03M | Buy |
85,009
+3,922
| +5% | +$181K | ﹤0.01% | 1378 |
|
|
2020
Q3 | $3.67M | Buy |
81,087
+5,651
| +7% | +$252K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $3.08M | Buy |
75,436
+4,107
| +6% | +$158K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $2.58M | Sell |
71,329
-4,459
| -6% | -$188K | ﹤0.01% | 1296 |
|
|
2019
Q4 | $2.99M | Sell |
75,788
-3,785
| -5% | -$142K | ﹤0.01% | 1400 |
|
|
2019
Q3 | $2.87M | Buy |
79,573
+9,977
| +14% | +$357K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $2.33M | Buy |
69,596
+3,211
| +5% | +$102K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $1.96M | Buy |
66,385
+6,850
| +12% | +$196K | ﹤0.01% | 1495 |
|
|
2018
Q4 | $1.64M | Buy |
+59,535
| New | +$1.68M | ﹤0.01% | 1444 |
|
|
2018
Q3 | – | Sell |
-84,984
| Closed | -$2.36M | – | 1413 |
|
|
2018
Q2 | $2.36M | Sell |
84,984
-1,556
| -2% | -$42.4K | 0.01% | 767 |
|
|
2018
Q1 | $2.2M | Sell |
86,540
-352
| -0.4% | -$9.2K | 0.01% | 676 |
|
|
2017
Q4 | $2.24M | Buy |
86,892
+3,280
| +4% | +$82.4K | 0.01% | 901 |
|
|
2017
Q3 | $2.01M | Sell |
83,612
-1,124
| -1% | -$25.2K | ﹤0.01% | 898 |
|
|
2017
Q2 | $1.82M | Sell |
84,736
-2,448
| -3% | -$52.5K | 0.01% | 963 |
|
|
2017
Q1 | $1.82M | Sell |
87,184
-1,060
| -1% | -$22.9K | 0.01% | 973 |
|
|
2016
Q4 | $1.98M | Buy |
88,244
+2,184
| +3% | +$44.4K | 0.01% | 923 |
|
|
2016
Q3 | $1.62M | Sell |
86,060
-35,728
| -29% | -$661K | 0.01% | 1035 |
|
|
2016
Q2 | $2.28M | Sell |
121,788
-2,282
| -2% | -$40.5K | 0.01% | 965 |
|
|
2016
Q1 | $2.22M | Buy |
124,070
+192
| +0.2% | +$3.08K | 0.01% | 929 |
|
|
2015
Q4 | $1.99M | Sell |
123,878
-11,450
| -8% | -$183K | 0.01% | 968 |
|
|
2015
Q3 | $2.1M | Buy |
135,328
+856
| +0.6% | +$14K | 0.01% | 937 |
|
|
2015
Q2 | $2.21M | Buy |
134,472
+13,464
| +11% | +$220K | 0.01% | 990 |
|
|
2015
Q1 | $2M | Buy |
+121,008
| New | +$1.95M | 0.01% | 968 |
|
|
2014
Q1 | – | Sell |
-108
| Closed | -$2K | – | 2547 |
|
|
2013
Q4 | $2K | Hold |
108
| – | – | ﹤0.01% | 2218 |
|
|
2013
Q3 | $2K | Hold |
108
| – | – | ﹤0.01% | 2140 |
|
|
2013
Q2 | $2K | Buy |
+108
| New | +$1.71K | ﹤0.01% | 2073 |
|
Other funds holding BRO
VLKIM
Envestnet Asset Management's BRO Position: Q2 2026 in Review
Envestnet Asset Management reduced its Brown & Brown (BRO) stake by 11% in Q2 2026, selling an estimated $3.48M and leaving 464,414 shares worth $29.8M. The position accounts for 0.01% of the portfolio, ranked #1168.
Envestnet Asset Management first reported a position in BRO in Q2 2013 and has held it in 48 quarters since. The position peaked at $99.7M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Envestnet Asset Management held 464,414 shares of Brown & Brown worth $29.8M as of Q2 2026.
- Envestnet Asset Management sold 57,126 Brown & Brown shares in Q2 2026, an estimated $3.48M.
- Brown & Brown made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1168 holding.
- Envestnet Asset Management first reported a position in Brown & Brown in Q2 2013 and has held it in 48 quarters since.
- Envestnet Asset Management's Brown & Brown position peaked at $99.7M in Q1 2025.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.