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EverSource Wealth Advisors’s Brown & Brown BRO Stock Holding History

EverSource Wealth Advisors’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 		$128K Sell
1,990
-986
-33% -$60.1K ﹤0.01% 1251
2026
Q1 		$194K Buy
2,976
+2,134
+253% +$154K 0.01% 1074
2025
Q4 		$67.1K Sell
842
-1,663
-66% -$139K ﹤0.01% 1547
2025
Q3 		$235K Buy
2,505
+1,460
+140% +$142K 0.01% 824
2025
Q2 		$116K Buy
1,045
+223
+27% +$25.1K 0.01% 1123
2025
Q1 		$102K Buy
822
+332
+68% +$37.1K 0.01% 903
2024
Q4 		$50K Buy
490
+217
+79% +$23.2K ﹤0.01% 1190
2024
Q3 		$28.3K Buy
273
+61
+29% +$6.07K ﹤0.01% 1314
2024
Q2 		$21.1K Buy
212
+27
+15% +$2.34K ﹤0.01% 1482
2024
Q1 		$15.1K Buy
185
+20
+12% +$1.61K ﹤0.01% 1495
2023
Q4 		$11.7K Buy
165
+5
+3% +$357 ﹤0.01% 1491
2023
Q3 		$11.2K Hold
160
– – ﹤0.01% 1375
2023
Q2 		$11K Buy
160
+8
+5% +$509 ﹤0.01% 1393
2023
Q1 		$8.73K Buy
152
+114
+300% +$6.55K ﹤0.01% 1421
2022
Q4 		$2.17K Buy
+38
New +$2.22K ﹤0.01% 1890

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 $59.9B AUM 27.01% 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

EverSource Wealth Advisors's BRO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brown & Brown (BRO) stake by 33% in Q2 2026, selling an estimated $60.1K and leaving 1,990 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

EverSource Wealth Advisors first reported a position in BRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $235K in Q3 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • EverSource Wealth Advisors held 1,990 shares of Brown & Brown worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 986 Brown & Brown shares in Q2 2026, an estimated $60.1K.
  • Brown & Brown made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1251 holding.
  • EverSource Wealth Advisors first reported a position in Brown & Brown in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Brown & Brown position peaked at $235K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.