Kestra Advisory Services’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
$423K Buy
6,586
+603
+10% +$36.8K ﹤0.01% 2469
2026
Q1
$390K Sell
5,983
-3,733
-38% -$269K ﹤0.01% 2424
2025
Q4
$774K Buy
9,716
+649
+7% +$54.1K ﹤0.01% 1841
2025
Q3
$850K Buy
9,067
+3,166
+54% +$309K ﹤0.01% 1692
2025
Q2
$654K Sell
5,901
-804
-12% -$90.3K ﹤0.01% 1788
2025
Q1
$834K Sell
6,705
-11,324
-63% -$1.27M ﹤0.01% 1494
2024
Q4
$1.84M Buy
18,029
+6,003
+50% +$641K 0.01% 1043
2024
Q3
$1.25M Sell
12,026
-2,006
-14% -$199K 0.01% 1202
2024
Q2
$1.25M Buy
14,032
+6,209
+79% +$539K 0.01% 1194
2024
Q1
$685K Buy
7,823
+474
+6% +$38.1K ﹤0.01% 1467
2023
Q4
$523K Buy
7,349
+3,002
+69% +$215K ﹤0.01% 1506
2023
Q3
$304K Buy
+4,347
New +$310K ﹤0.01% 1647
2022
Q4
Sell
-8,280
Closed -$501K 2262
2022
Q3
$501K Buy
8,280
+4,476
+118% +$282K 0.01% 1314
2022
Q2
$222K Buy
+3,804
New +$233K ﹤0.01% 1839

Other funds holding BRO

Kestra Advisory Services's BRO Position: Q2 2026 in Review

Kestra Advisory Services increased its Brown & Brown (BRO) stake by 10% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,586 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Kestra Advisory Services first reported a position in BRO in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2024. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Kestra Advisory Services held 6,586 shares of Brown & Brown worth $423K as of Q2 2026.
  • Kestra Advisory Services bought 603 Brown & Brown shares in Q2 2026, an estimated $36.8K.
  • Brown & Brown made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2469 holding.
  • Kestra Advisory Services first reported a position in Brown & Brown in Q2 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's Brown & Brown position peaked at $1.84M in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.