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Greykasell Wealth Strategies’s Brown & Brown BRO Stock Holding History

Greykasell Wealth Strategies’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 		$5.64K Hold
88
– – ﹤0.01% 421
2026
Q1 		$5.74K Hold
88
– – ﹤0.01% 454
2025
Q4 		$7.01K Hold
88
– – ﹤0.01% 389
2025
Q3 		$8.25K Hold
88
– – ﹤0.01% 312
2025
Q2 		$9.76K Hold
88
– – ﹤0.01% 247
2025
Q1 		$10.9K Buy
+88
New +$9.83K 0.01% 255

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 $59.9B AUM 27.01% 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

Greykasell Wealth Strategies's BRO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Brown & Brown (BRO) position steady in Q2 2026 at 88 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Greykasell Wealth Strategies first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9K in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Greykasell Wealth Strategies held 88 shares of Brown & Brown worth $5.64K as of Q2 2026.
  • Greykasell Wealth Strategies left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #421 holding.
  • Greykasell Wealth Strategies first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Brown & Brown position peaked at $10.9K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.