Gen-Wealth Partners’s Brown & Brown BRO Stock Holding History

Gen-Wealth Partners’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	$276K	Sell	4,299 -380	-8%	-$23.2K	0.08%	210
2026 Q1	$305K	Buy	4,679 +1,269	+37%	+$91.5K	0.1%	203
2025 Q4	$272K	Sell	3,410 -1,687	-33%	-$141K	0.09%	230
2025 Q3	$478K	Buy	5,097 +359	+8%	+$35K	0.16%	154
2025 Q2	$525K	Hold	4,738	–	–	0.2%	127
2025 Q1	$589K	Sell	4,738 -875	-16%	-$97.8K	0.25%	106
2024 Q4	$573K	Sell	5,613 -2	-0%	-$214	0.25%	106
2024 Q3	$594K	Sell	5,615 -682	-11%	-$67.8K	0.26%	99
2024 Q2	$563K	Buy	6,297 +559	+10%	+$48.5K	0.27%	85
2024 Q1	$502K	Buy	+5,738	New	+$461K	0.25%	99

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

Gen-Wealth Partners's BRO Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Brown & Brown (BRO) stake by 8.1% in Q2 2026, selling an estimated $23.2K and leaving 4,299 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #210.

Gen-Wealth Partners first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $594K in Q3 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Gen-Wealth Partners held 4,299 shares of Brown & Brown worth $276K as of Q2 2026.
Gen-Wealth Partners sold 380 Brown & Brown shares in Q2 2026, an estimated $23.2K.
Brown & Brown made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #210 holding.
Gen-Wealth Partners first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Brown & Brown position peaked at $594K in Q3 2024.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.