HB Wealth Management’s Brown & Brown BRO Stock Holding History

HB Wealth Management’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	$1.44M	Buy	22,415 +7,538	+51%	+$460K	0.01%	590
2026 Q1	$970K	Buy	14,877 +951	+7%	+$68.6K	0.01%	674
2025 Q4	$1.11M	Sell	13,926 -3,852	-22%	-$321K	0.01%	593
2025 Q3	$1.67M	Buy	17,778 +3,769	+27%	+$367K	0.01%	462
2025 Q2	$1.55M	Buy	14,009 +546	+4%	+$61.4K	0.01%	428
2025 Q1	$1.67M	Buy	13,463 +7,311	+119%	+$817K	0.01%	419
2024 Q4	$628K	Buy	6,152 +961	+19%	+$103K	0.01%	548
2024 Q3	$538K	Buy	5,191 +498	+11%	+$49.5K	0.01%	566
2024 Q2	$420K	Buy	4,693 +1,115	+31%	+$96.8K	﹤0.01%	594
2024 Q1	$313K	Buy	3,578 +52	+1%	+$4.18K	﹤0.01%	642
2023 Q4	$251K	Buy	3,526 +529	+18%	+$37.8K	﹤0.01%	671
2023 Q3	$209K	Buy	+2,997	New	+$214K	﹤0.01%	697

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 $59.9B AUM 27.01% 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

HB Wealth Management's BRO Position: Q2 2026 in Review

HB Wealth Management increased its Brown & Brown (BRO) stake by 51% in Q2 2026, buying an estimated $460K and bringing the position to 22,415 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #590.

HB Wealth Management first reported a position in BRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

HB Wealth Management held 22,415 shares of Brown & Brown worth $1.44M as of Q2 2026.
HB Wealth Management bought 7,538 Brown & Brown shares in Q2 2026, an estimated $460K.
Brown & Brown made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #590 holding.
HB Wealth Management first reported a position in Brown & Brown in Q3 2023 and has held it in 12 quarters since.
HB Wealth Management's Brown & Brown position peaked at $1.67M in Q1 2025.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.