Frazier Financial Advisors’s Brown & Brown BRO Stock Holding History

Frazier Financial 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	$9.62K	Hold	150	–	–	﹤0.01%	402
2026 Q1	$9.78K	Hold	150	–	–	0.01%	416
2025 Q4	$12K	Hold	150	–	–	0.01%	334
2025 Q3	$14.1K	Hold	150	–	–	0.01%	307
2025 Q2	$16.6K	Hold	150	–	–	0.01%	282
2025 Q1	$18.7K	Hold	150	–	–	0.01%	254
2024 Q4	$15.3K	Hold	150	–	–	0.01%	275
2024 Q3	$15.5K	Hold	150	–	–	0.01%	291
2024 Q2	$13.4K	Hold	150	–	–	0.01%	374
2024 Q1	$13.1K	Hold	150	–	–	0.01%	349
2023 Q4	$10.7K	Buy	+150	New	+$10.7K	0.01%	334

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

Frazier Financial Advisors's BRO Position: Q2 2026 in Review

Frazier Financial Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 150 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Frazier Financial Advisors first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Frazier Financial Advisors held 150 shares of Brown & Brown worth $9.62K as of Q2 2026.
Frazier Financial Advisors left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #402 holding.
Frazier Financial Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Brown & Brown position peaked at $18.7K in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.