Marshall & Sterling Wealth Advisors’s Brown & Brown BRO Stock Holding History

Marshall & Sterling Wealth 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	$844	Hold	13	–	–	﹤0.01%	312
2026 Q1	$855	Hold	13	–	–	﹤0.01%	313
2025 Q4	$1.04K	Sell	13 -154	-92%	-$12.8K	﹤0.01%	308
2025 Q3	$15.6K	Sell	167 -4	-2%	-$390	0.01%	294
2025 Q2	$18.9K	Sell	171 -35	-17%	-$3.93K	0.01%	266
2025 Q1	$25.6K	Buy	+206	New	+$23K	0.02%	234

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

Marshall & Sterling Wealth Advisors's BRO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 13 shares worth $844. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Marshall & Sterling Wealth Advisors first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.6K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Marshall & Sterling Wealth Advisors held 13 shares of Brown & Brown worth $844 as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #312 holding.
Marshall & Sterling Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's Brown & Brown position peaked at $25.6K in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.