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JPL Wealth Management’s Brown & Brown BRO Stock Holding History

JPL Wealth 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 		$9.75K Sell
152
-40
-21% -$2.44K ﹤0.01% 595
2026
Q1 		$12.5K Buy
+192
New +$13.8K ﹤0.01% 483
2025
Q4 		– Sell
-199
Closed -$18.7K – 256
2025
Q3 		$18.7K Buy
+199
New +$19.4K ﹤0.01% 420

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 $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

JPL Wealth Management's BRO Position: Q2 2026 in Review

JPL Wealth Management reduced its Brown & Brown (BRO) stake by 21% in Q2 2026, selling an estimated $2.44K and leaving 152 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

JPL Wealth Management first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q3 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • JPL Wealth Management held 152 shares of Brown & Brown worth $9.75K as of Q2 2026.
  • JPL Wealth Management sold 40 Brown & Brown shares in Q2 2026, an estimated $2.44K.
  • Brown & Brown made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #595 holding.
  • JPL Wealth Management first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Brown & Brown position peaked at $18.7K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.