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Legacy Capital Wealth Partners’s Brown & Brown BRO Stock Holding History

Legacy Capital Wealth Partners’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 		$301K Buy
4,692
+319
+7% +$19.5K 0.06% 297
2026
Q1 		$285K Sell
4,373
-829
-16% -$59.8K 0.06% 307
2025
Q4 		$415K Buy
5,202
+125
+2% +$10.4K 0.09% 233
2025
Q3 		$476K Sell
5,077
-106
-2% -$10.3K 0.1% 212
2025
Q2 		$575K Sell
5,183
-156
-3% -$17.5K 0.13% 166
2025
Q1 		$664K Sell
5,339
-624
-10% -$69.7K 0.16% 134
2024
Q4 		$608K Sell
5,963
-365
-6% -$39K 0.15% 138
2024
Q3 		$656K Sell
6,328
-605
-9% -$60.2K 0.13% 147
2024
Q2 		$620K Buy
+6,933
New +$602K 0.16% 127
2024
Q1 		– Sell
-6,316
Closed -$449K – 147
2023
Q4 		$449K Buy
6,316
+158
+3% +$11.3K 0.13% 159
2023
Q3 		$430K Buy
+6,158
New +$439K 0.12% 163
2023
Q2 		– Sell
-5,315
Closed -$305K – 69
2023
Q1 		$305K Buy
+5,315
New +$305K 0.08% 194

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

Legacy Capital Wealth Partners's BRO Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Brown & Brown (BRO) stake by 7.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,692 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #297.

Legacy Capital Wealth Partners first reported a position in BRO in Q1 2023 and has held it in 12 quarters since. The position peaked at $664K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,692 shares of Brown & Brown worth $301K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 319 Brown & Brown shares in Q2 2026, an estimated $19.5K.
  • Brown & Brown made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Legacy Capital Wealth Partners first reported a position in Brown & Brown in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Brown & Brown position peaked at $664K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.