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

GHP 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 		$7.04M Buy
109,747
+623
+0.6% +$38K 0.26% 126
2026
Q1 		$7.12M Buy
109,124
+12,196
+13% +$879K 0.29% 120
2025
Q4 		$7.73M Buy
96,928
+26,887
+38% +$2.24M 0.32% 115
2025
Q3 		$6.57M Buy
+70,041
New +$6.83M 0.28% 127
2024
Q3 		– Sell
-93
Closed -$8.32K – 989
2024
Q2 		$8.32K Buy
+93
New +$8.07K ﹤0.01% 719
2022
Q2 		– Sell
-603
Closed -$44K – 926
2022
Q1 		$44K Buy
+603
New +$40.4K ﹤0.01% 511

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

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

GHP Investment Advisors increased its Brown & Brown (BRO) stake by 0.57% in Q2 2026, buying an estimated $38K and bringing the position to 109,747 shares worth $7.04M. The position accounts for 0.26% of the portfolio, ranked #126.

GHP Investment Advisors first reported a position in BRO in Q1 2022 and has held it in 6 quarters since. The position peaked at $7.73M in Q4 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • GHP Investment Advisors held 109,747 shares of Brown & Brown worth $7.04M as of Q2 2026.
  • GHP Investment Advisors bought 623 Brown & Brown shares in Q2 2026, an estimated $38K.
  • Brown & Brown made up 0.26% of GHP Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • GHP Investment Advisors first reported a position in Brown & Brown in Q1 2022 and has held it in 6 quarters since.
  • GHP Investment Advisors's Brown & Brown position peaked at $7.73M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.