Golden State Equity Partners’s Brown & Brown BRO Stock Holding History

Golden State Equity 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	–	Sell	-1,276	Closed	-$83.2K	–	505
2026 Q1	$83.2K	Buy	+1,276	New	+$92K	0.01%	774
2025 Q4	–	Sell	-6,143	Closed	-$576K	–	497
2025 Q3	$576K	Buy	6,143 +564	+10%	+$55K	0.1%	239
2025 Q2	$619K	Sell	5,579 -1,265	-18%	-$142K	0.11%	219
2025 Q1	$851K	Sell	6,844 -1,032	-13%	-$115K	0.17%	157
2024 Q4	$804K	Sell	7,876 -7,726	-50%	-$825K	0.15%	159
2024 Q3	$1.62M	Buy	15,602 +4,188	+37%	+$416K	0.25%	91
2024 Q2	$1.02M	Buy	+11,414	New	+$991K	0.21%	117
2023 Q4	$332K	Buy	4,669 +982	+27%	+$70.2K	0.08%	259
2023 Q3	$258K	Buy	+3,687	New	+$263K	0.07%	279

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

Golden State Equity Partners's BRO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 1,276 shares — an estimated $83.2K sold.

Golden State Equity Partners first reported a position in BRO in Q3 2023 and held it in 9 quarters. The position peaked at $1.62M in Q3 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Golden State Equity Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,276 Brown & Brown shares in Q2 2026, an estimated $83.2K.
Golden State Equity Partners first reported a position in Brown & Brown in Q3 2023 and held it in 9 quarters.
Golden State Equity Partners's Brown & Brown position peaked at $1.62M in Q3 2024.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.