JFS Wealth Advisors’s Brown & Brown BRO Stock Holding History

JFS Wealth Advisors’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	$10.1K	Buy	158 +26	+20%	+$1.59K	﹤0.01%	1000
2026 Q1	$8.61K	Sell	132 -67	-34%	-$4.83K	﹤0.01%	1005
2025 Q4	$15.9K	Buy	199 +45	+29%	+$3.75K	﹤0.01%	821
2025 Q3	$14.4K	Hold	154	–	–	﹤0.01%	777
2025 Q2	$17.1K	Hold	154	–	–	﹤0.01%	694
2025 Q1	$19.2K	Hold	154	–	–	﹤0.01%	672
2024 Q4	$15.7K	Hold	154	–	–	﹤0.01%	708
2024 Q3	$16K	Buy	154 +4	+3%	+$398	﹤0.01%	694
2024 Q2	$13.4K	Hold	150	–	–	﹤0.01%	706
2024 Q1	$13.1K	Hold	150	–	–	﹤0.01%	733
2023 Q4	$10.7K	Sell	150 -2	-1%	-$143	﹤0.01%	751
2023 Q3	$10.6K	Buy	152 +7	+5%	+$499	﹤0.01%	707
2023 Q2	$9.98K	Buy	145 +1	+0.7%	+$64	﹤0.01%	733
2023 Q1	$8.27K	Buy	144 +6	+4%	+$345	﹤0.01%	781
2022 Q4	$7.86K	Sell	138 -44	-24%	-$2.57K	﹤0.01%	807
2022 Q3	$11K	Sell	182 -49	-21%	-$3.08K	﹤0.01%	693
2022 Q2	$13K	Buy	231 +86	+59%	+$5.28K	﹤0.01%	687
2022 Q1	$10K	Buy	145 +84	+138%	+$5.63K	﹤0.01%	779
2021 Q4	$4K	Buy	+61	New	+$3.94K	﹤0.01%	833

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

JFS Wealth Advisors's BRO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brown & Brown (BRO) stake by 20% in Q2 2026, buying an estimated $1.59K and bringing the position to 158 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

JFS Wealth Advisors first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.2K in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

JFS Wealth Advisors held 158 shares of Brown & Brown worth $10.1K as of Q2 2026.
JFS Wealth Advisors bought 26 Brown & Brown shares in Q2 2026, an estimated $1.59K.
Brown & Brown made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1000 holding.
JFS Wealth Advisors first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Brown & Brown position peaked at $19.2K in Q1 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.