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Independent Advisor Alliance’s Brown & Brown BRO Stock Holding History

Independent Advisor Alliance’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 		$621K Buy
9,679
+1,198
+14% +$73.1K 0.01% 595
2026
Q1 		$553K Sell
8,481
-25,324
-75% -$1.83M 0.01% 1075
2025
Q4 		$2.69M Buy
33,805
+162
+0.5% +$13.5K 0.07% 239
2025
Q3 		$3.16M Buy
33,643
+349
+1% +$34K 0.08% 203
2025
Q2 		$3.69M Sell
33,294
-469
-1% -$52.7K 0.11% 166
2025
Q1 		$4.2M Sell
33,763
-5,843
-15% -$653K 0.14% 128
2024
Q4 		$4.04M Sell
39,606
-6,065
-13% -$648K 0.05% 318
2024
Q3 		$4.73M Sell
45,671
-338
-0.7% -$33.6K 0.17% 104
2024
Q2 		$4.11M Sell
46,009
-355
-0.8% -$30.8K 0.14% 126
2024
Q1 		$4.06M Sell
46,364
-132
-0.3% -$10.6K 0.15% 122
2023
Q4 		$3.31M Sell
46,496
-5,065
-10% -$362K 0.12% 144
2023
Q3 		$3.6M Buy
51,561
+155
+0.3% +$11.1K 0.16% 121
2023
Q2 		$3.54M Buy
51,406
+612
+1% +$38.9K 0.16% 126
2023
Q1 		$2.92M Buy
50,794
+1,703
+3% +$97.9K 0.14% 138
2022
Q4 		$2.8K Sell
49,091
-219
-0.4% -$12.8K ﹤0.01% 222
2022
Q3 		$2.98M Buy
49,310
+1,974
+4% +$124K 0.17% 117
2022
Q2 		$2.76M Buy
47,336
+5,808
+14% +$356K 0.15% 125
2022
Q1 		$3M Sell
41,528
-97
-0.2% -$6.5K 0.14% 129
2021
Q4 		$2.92M Sell
41,625
-98
-0.2% -$6.32K 0.14% 123
2021
Q3 		$2.31M Hold
41,723
– – 0.13% 141
2021
Q2 		$2.22M Buy
41,723
+134
+0.3% +$6.89K 0.12% 160
2021
Q1 		$1.9M Buy
41,589
+25,318
+156% +$1.16M 0.11% 158
2020
Q4 		$771K Sell
16,271
-104,551
-87% -$4.81M 0.05% 260
2020
Q3 		$5.47M Buy
+120,822
New +$5.39M 0.42% 66

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

Independent Advisor Alliance's BRO Position: Q2 2026 in Review

Independent Advisor Alliance increased its Brown & Brown (BRO) stake by 14% in Q2 2026, buying an estimated $73.1K and bringing the position to 9,679 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #595.

Independent Advisor Alliance first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q3 2020. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Independent Advisor Alliance held 9,679 shares of Brown & Brown worth $621K as of Q2 2026.
  • Independent Advisor Alliance bought 1,198 Brown & Brown shares in Q2 2026, an estimated $73.1K.
  • Brown & Brown made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #595 holding.
  • Independent Advisor Alliance first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Brown & Brown position peaked at $5.47M in Q3 2020.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.