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

Modern 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	$205K	Buy	+3,190	New	+$195K	﹤0.01%	1032

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 $59.9B AUM 27.01% 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

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

Modern Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 3,190 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Modern Wealth Management held 3,190 shares of Brown & Brown worth $205K as of Q2 2026.
Brown & Brown was a new Modern Wealth Management position in Q2 2026.
Brown & Brown made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1032 holding.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.