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Hennion & Walsh Asset Management’s Brown & Brown BRO Stock Holding History

Hennion & Walsh Asset 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 		$407K Sell
6,347
-627
-9% -$38.2K 0.01% 795
2026
Q1 		$455K Sell
6,974
-120
-2% -$8.65K 0.02% 734
2025
Q4 		$565K Sell
7,094
-42
-0.6% -$3.5K 0.02% 678
2025
Q3 		$669K Buy
7,136
+1,395
+24% +$136K 0.02% 623
2025
Q2 		$637K Buy
+5,741
New +$645K 0.03% 601

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 $3.38T AUM 44.17% 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

Hennion & Walsh Asset Management's BRO Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Brown & Brown (BRO) stake by 9% in Q2 2026, selling an estimated $38.2K and leaving 6,347 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #795.

Hennion & Walsh Asset Management first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $669K in Q3 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Hennion & Walsh Asset Management held 6,347 shares of Brown & Brown worth $407K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 627 Brown & Brown shares in Q2 2026, an estimated $38.2K.
  • Brown & Brown made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #795 holding.
  • Hennion & Walsh Asset Management first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Hennion & Walsh Asset Management's Brown & Brown position peaked at $669K in Q3 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.