Lido Advisors’s Brown & Brown BRO Stock Holding History

Lido 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	$1.3M	Buy	20,341 +1,395	+7%	+$85.1K	﹤0.01%	971
2026 Q1	$1.24M	Sell	18,946 -306	-2%	-$22.1K	﹤0.01%	881
2025 Q4	$1.76M	Buy	19,252 +429	+2%	+$35.8K	0.01%	765
2025 Q3	$1.77M	Buy	18,823 +72	+0.4%	+$7.02K	0.01%	723
2025 Q2	$2.08M	Buy	18,751 +12,354	+193%	+$1.39M	0.01%	579
2025 Q1	$796K	Buy	6,397 +1,707	+36%	+$191K	﹤0.01%	864
2024 Q4	$479K	Buy	4,690 +120	+3%	+$12.8K	﹤0.01%	1020
2024 Q3	$474K	Sell	4,570 -85	-2%	-$8.45K	﹤0.01%	976
2024 Q2	$416K	Buy	4,655 +222	+5%	+$19.3K	﹤0.01%	992
2024 Q1	$388K	Buy	4,433 +1,519	+52%	+$122K	﹤0.01%	975
2023 Q4	$207K	Sell	2,914 -28,340	-91%	-$2.03M	﹤0.01%	1204
2023 Q3	$2.18M	Buy	+31,254	New	+$2.23M	0.02%	360

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

Lido Advisors's BRO Position: Q2 2026 in Review

Lido Advisors increased its Brown & Brown (BRO) stake by 7.4% in Q2 2026, buying an estimated $85.1K and bringing the position to 20,341 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Lido Advisors first reported a position in BRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2023. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Lido Advisors held 20,341 shares of Brown & Brown worth $1.3M as of Q2 2026.
Lido Advisors bought 1,395 Brown & Brown shares in Q2 2026, an estimated $85.1K.
Brown & Brown made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #971 holding.
Lido Advisors first reported a position in Brown & Brown in Q3 2023 and has held it in 12 quarters since.
Lido Advisors's Brown & Brown position peaked at $2.18M in Q3 2023.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.