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

Evermay 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	$1.06M	Hold	16,495	–	–	0.11%	87
2026 Q1	$1.08M	Hold	16,495	–	–	0.12%	76
2025 Q4	$1.31M	Hold	16,495	–	–	0.15%	65
2025 Q3	$1.55M	Hold	16,495	–	–	0.18%	54
2025 Q2	$1.83M	Hold	16,495	–	–	0.23%	44
2025 Q1	$2.05M	Sell	16,495 -485	-3%	-$54.2K	0.27%	42
2024 Q4	$1.73M	Hold	16,980	–	–	0.26%	44
2024 Q3	$1.76M	Hold	16,980	–	–	0.28%	47
2024 Q2	$1.52M	Hold	16,980	–	–	0.24%	53
2024 Q1	$1.49M	Sell	16,980 -5	-0%	-$402	0.22%	54
2023 Q4	$1.21M	Buy	16,985 +5	+0%	+$357	0.22%	48
2023 Q3	$1.19M	Hold	16,980	–	–	0.24%	48
2023 Q2	$1.17M	Hold	16,980	–	–	0.23%	45
2023 Q1	$975K	Hold	16,980	–	–	0.2%	57
2022 Q4	$967K	Sell	16,980 -1,500	-8%	-$87.7K	0.2%	59
2022 Q3	$1.12M	Hold	18,480	–	–	0.22%	49
2022 Q2	$1.08M	Hold	18,480	–	–	0.21%	52
2022 Q1	$1.34M	Buy	+18,480	New	+$1.24M	0.22%	49

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

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

Evermay Wealth Management held its Brown & Brown (BRO) position steady in Q2 2026 at 16,495 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #87.

Evermay Wealth Management first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.05M in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Evermay Wealth Management held 16,495 shares of Brown & Brown worth $1.06M as of Q2 2026.
Evermay Wealth Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #87 holding.
Evermay Wealth Management first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
Evermay Wealth Management's Brown & Brown position peaked at $2.05M in Q1 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.