High Note Wealth’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.58K Buy
+87
New +$5.31K ﹤0.01% 556
2026
Q1
Sell
-24
Closed -$1.91K 947
2025
Q4
$1.91K Buy
+24
New +$2K ﹤0.01% 773

Other funds holding BRO

High Note Wealth's BRO Position: Q2 2026 in Review

High Note Wealth opened a new position in Brown & Brown (BRO) in Q2 2026: 87 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: High Note Wealth previously reported a position in BRO as recently as Q4 2025.

High Note Wealth first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • High Note Wealth held 87 shares of Brown & Brown worth $5.58K as of Q2 2026.
  • Brown & Brown was a new High Note Wealth position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #556 holding.
  • High Note Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.