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Evolve Private Wealth’s Brown & Brown BRO Stock Holding History

Evolve Private Wealth’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 		$338K Sell
5,270
-394
-7% -$24K 0.02% 667
2026
Q1 		$369K Buy
5,664
+1,938
+52% +$140K 0.02% 700
2025
Q4 		$297K Buy
+3,726
New +$311K 0.02% 726

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's BRO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Brown & Brown (BRO) stake by 7% in Q2 2026, selling an estimated $24K and leaving 5,270 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #667.

Evolve Private Wealth first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q1 2026. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Evolve Private Wealth held 5,270 shares of Brown & Brown worth $338K as of Q2 2026.
  • Evolve Private Wealth sold 394 Brown & Brown shares in Q2 2026, an estimated $24K.
  • Brown & Brown made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #667 holding.
  • Evolve Private Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Brown & Brown position peaked at $369K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.