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

Kingsview 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	$5.35M	Sell	83,360 -12,329	-13%	-$752K	0.06%	277
2026 Q1	$6.24M	Buy	95,689 +92,031	+2,516%	+$6.63M	0.09%	254
2025 Q4	$292K	Buy	3,658 +4	+0.1%	+$334	﹤0.01%	1030
2025 Q3	$343K	Sell	3,654 -1,613	-31%	-$157K	0.01%	916
2025 Q2	$584K	Buy	5,267 +114	+2%	+$12.8K	0.01%	720
2025 Q1	$641K	Sell	5,153 -72	-1%	-$8.04K	0.01%	656
2024 Q4	$533K	Sell	5,225 -42	-0.8%	-$4.49K	0.01%	715
2024 Q3	$546K	Buy	5,267 +68	+1%	+$6.76K	0.01%	683
2024 Q2	$465K	Sell	5,199 -52	-1%	-$4.51K	0.01%	702
2024 Q1	$460K	Buy	5,251 +2,199	+72%	+$177K	0.01%	688
2023 Q4	$217K	Sell	3,052 -33	-1%	-$2.36K	0.01%	878
2023 Q3	$215K	Buy	+3,085	New	+$220K	0.01%	859
2022 Q2	–	Sell	-3,081	Closed	-$223K	–	816
2022 Q1	$223K	Buy	3,081 +94	+3%	+$6.3K	0.01%	790
2021 Q4	$210K	Buy	+2,987	New	+$193K	0.01%	845
2021 Q1	–	Sell	-5,618	Closed	-$266K	–	869
2020 Q4	$266K	Sell	5,618 -429	-7%	-$19.7K	0.02%	579
2020 Q3	$274K	Sell	6,047 -15,166	-71%	-$676K	0.02%	494
2020 Q2	$865K	Buy	21,213 +2,974	+16%	+$115K	0.09%	225
2020 Q1	$661K	Buy	+18,239	New	+$771K	0.09%	231

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

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

Kingsview Wealth Management reduced its Brown & Brown (BRO) stake by 13% in Q2 2026, selling an estimated $752K and leaving 83,360 shares worth $5.35M. The position accounts for 0.06% of the portfolio, ranked #277.

Kingsview Wealth Management first reported a position in BRO in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.24M in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Kingsview Wealth Management held 83,360 shares of Brown & Brown worth $5.35M as of Q2 2026.
Kingsview Wealth Management sold 12,329 Brown & Brown shares in Q2 2026, an estimated $752K.
Brown & Brown made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #277 holding.
Kingsview Wealth Management first reported a position in Brown & Brown in Q1 2020 and has held it in 18 quarters since.
Kingsview Wealth Management's Brown & Brown position peaked at $6.24M in Q1 2026.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.