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Foundations Investment Advisors’s Brown & Brown BRO Stock Holding History

Foundations Investment 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 		$203K Sell
3,164
-1,179
-27% -$71.9K ﹤0.01% 1144
2026
Q1 		$283K Sell
4,343
-1,453
-25% -$105K ﹤0.01% 934
2025
Q4 		$462K Buy
+5,796
New +$484K 0.01% 740
2025
Q3 		– Sell
-2,455
Closed -$272K – 1044
2025
Q2 		$272K Buy
+2,455
New +$276K ﹤0.01% 776

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 $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

Foundations Investment Advisors's BRO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Brown & Brown (BRO) stake by 27% in Q2 2026, selling an estimated $71.9K and leaving 3,164 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Foundations Investment Advisors first reported a position in BRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $462K in Q4 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Foundations Investment Advisors held 3,164 shares of Brown & Brown worth $203K as of Q2 2026.
  • Foundations Investment Advisors sold 1,179 Brown & Brown shares in Q2 2026, an estimated $71.9K.
  • Brown & Brown made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1144 holding.
  • Foundations Investment Advisors first reported a position in Brown & Brown in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Brown & Brown position peaked at $462K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.