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Financial Network Wealth Advisors’s Brown & Brown BRO Stock Holding History

Financial Network 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 		– Sell
-31
Closed -$2.03K – 862
2026
Q1 		$2.03K Hold
31
– – ﹤0.01% 664
2025
Q4 		$2.48K Hold
31
– – ﹤0.01% 635
2025
Q3 		$2.91K Sell
31
-103
-77% -$10K ﹤0.01% 600
2025
Q2 		$14.9K Sell
134
-12
-8% -$1.35K 0.02% 390
2025
Q1 		$18.2K Buy
146
+127
+668% +$14.2K 0.02% 349
2024
Q4 		$1.94K Sell
19
-251
-93% -$26.8K ﹤0.01% 407
2024
Q3 		$28K Buy
270
+2
+0.7% +$199 0.02% 335
2024
Q2 		$24K Buy
+268
New +$23.3K 0.02% 383

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

Financial Network Wealth Advisors's BRO Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 31 shares — an estimated $2.03K sold.

Financial Network Wealth Advisors first reported a position in BRO in Q2 2024 and held it in 8 quarters. The position peaked at $28K in Q3 2024. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 31 Brown & Brown shares in Q2 2026, an estimated $2.03K.
  • Financial Network Wealth Advisors first reported a position in Brown & Brown in Q2 2024 and held it in 8 quarters.
  • Financial Network Wealth Advisors's Brown & Brown position peaked at $28K in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.