Great Valley Advisor Group’s Brown & Brown BRO Stock Holding History

Great Valley Advisor Group’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	-3,133	Closed	-$204K	–	1058
2026 Q1	$204K	Sell	3,133 -217	-6%	-$15.6K	﹤0.01%	948
2025 Q4	$267K	Sell	3,350 -213	-6%	-$17.8K	0.01%	811
2025 Q3	$334K	Sell	3,563 -577	-14%	-$56.2K	0.01%	739
2025 Q2	$459K	Sell	4,140 -2,458	-37%	-$276K	0.01%	631
2025 Q1	$821K	Sell	6,598 -37,330	-85%	-$4.17M	0.02%	488
2024 Q4	$4.48M	Buy	43,928 +3,780	+9%	+$404K	0.1%	191
2024 Q3	$4.16M	Buy	40,148 +23,240	+137%	+$2.31M	0.1%	205
2024 Q2	$1.51M	Buy	+16,908	New	+$1.47M	0.04%	308

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

Great Valley Advisor Group's BRO Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,133 shares — an estimated $204K sold.

Great Valley Advisor Group first reported a position in BRO in Q2 2024 and held it in 8 quarters. The position peaked at $4.48M in Q4 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Great Valley Advisor Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 3,133 Brown & Brown shares in Q2 2026, an estimated $204K.
Great Valley Advisor Group first reported a position in Brown & Brown in Q2 2024 and held it in 8 quarters.
Great Valley Advisor Group's Brown & Brown position peaked at $4.48M in Q4 2024.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.