Integrated Wealth Concepts’s Brown & Brown BRO Stock Holding History

Integrated Wealth Concepts’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	$797K	Buy	12,419 +3,481	+39%	+$212K	0.01%	1362
2026 Q1	$583K	Buy	+8,938	New	+$644K	﹤0.01%	1448
2025 Q4	–	Sell	-11,256	Closed	-$1.06M	–	1663
2025 Q3	$1.06M	Sell	11,256 -142	-1%	-$13.8K	0.01%	948
2025 Q2	$1.26M	Buy	11,398 +1,591	+16%	+$179K	0.01%	803
2025 Q1	$1.22M	Sell	9,807 -715	-7%	-$79.9K	0.01%	745
2024 Q4	$1.07M	Buy	10,522 +1,125	+12%	+$120K	0.01%	780
2024 Q3	$974K	Sell	9,397 -29	-0.3%	-$2.88K	0.01%	814
2024 Q2	$843K	Sell	9,426 -748	-7%	-$64.9K	0.01%	836
2024 Q1	$891K	Sell	10,174 -197	-2%	-$15.8K	0.01%	813
2023 Q4	$737K	Sell	10,371 -636	-6%	-$45.5K	0.01%	841
2023 Q3	$769K	Sell	11,007 -393	-3%	-$28K	0.01%	803
2023 Q2	$785K	Buy	+11,400	New	+$725K	0.01%	781

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 $60.8B AUM 26.63% 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

Integrated Wealth Concepts's BRO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Brown & Brown (BRO) stake by 39% in Q2 2026, buying an estimated $212K and bringing the position to 12,419 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1362.

Integrated Wealth Concepts first reported a position in BRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Integrated Wealth Concepts held 12,419 shares of Brown & Brown worth $797K as of Q2 2026.
Integrated Wealth Concepts bought 3,481 Brown & Brown shares in Q2 2026, an estimated $212K.
Brown & Brown made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1362 holding.
Integrated Wealth Concepts first reported a position in Brown & Brown in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Brown & Brown position peaked at $1.26M in Q2 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.