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BRO icon

NewEdge Advisors’s Brown & Brown BRO Stock Holding History

NewEdge 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 		$7.82M Buy
121,921
+72,372
+146% +$4.41M 0.02% 584
2026
Q1 		$3.23M Sell
49,549
-5,601
-10% -$404K 0.01% 870
2025
Q4 		$4.4M Sell
55,150
-3,928
-7% -$328K 0.02% 711
2025
Q3 		$5.54M Buy
59,078
+1,413
+2% +$138K 0.03% 583
2025
Q2 		$6.39M Buy
57,665
+38,694
+204% +$4.35M 0.03% 491
2025
Q1 		$2.36M Buy
18,971
+846
+5% +$94.5K 0.01% 788
2024
Q4 		$1.85M Buy
18,125
+2,043
+13% +$218K 0.01% 861
2024
Q3 		$1.67M Sell
16,082
-3,474
-18% -$345K 0.01% 875
2024
Q2 		$1.75M Buy
19,556
+484
+3% +$42K 0.01% 816
2024
Q1 		$1.67M Buy
19,072
+69
+0.4% +$5.55K 0.01% 761
2023
Q4 		$1.43M Sell
19,003
-304
-2% -$21.7K 0.01% 788
2023
Q3 		$1.35M Sell
19,307
-4,387
-19% -$313K 0.01% 734
2023
Q2 		$1.63M Sell
23,694
-1,292
-5% -$82.2K 0.02% 664
2023
Q1 		$1.46M Buy
24,986
+3,930
+19% +$226K 0.02% 641
2022
Q4 		$486K Buy
21,056
+2,952
+16% +$173K 0.01% 793
2022
Q3 		$1.09M Buy
18,104
+1,960
+12% +$123K 0.02% 619
2022
Q2 		$941K Sell
16,144
-1,316
-8% -$80.8K 0.02% 691
2022
Q1 		$1.26M Sell
17,460
-101
-0.6% -$6.77K 0.02% 563
2021
Q4 		$1.23M Buy
17,561
+10,434
+146% +$673K 0.02% 630
2021
Q3 		$395K Buy
7,127
+37
+0.5% +$2.06K 0.01% 813
2021
Q2 		$377K Buy
7,090
+1,725
+32% +$88.7K 0.01% 817
2021
Q1 		$245K Sell
5,365
-264
-5% -$12.1K 0.01% 879
2020
Q4 		$267K Buy
+5,629
New +$259K 0.01% 796
2019
Q4 		– Sell
-7,797
Closed -$281K – 821
2019
Q3 		$281K Buy
+7,797
New +$279K 0.01% 653
2017
Q3 		– Sell
-4,028
Closed -$86.3K – 454
2017
Q2 		$86.3K Buy
+4,028
New +$86.3K 0.01% 443
2015
Q1 		– Sell
-78,606
Closed -$4.82M – 65
2014
Q4 		$4.82M Buy
+78,606
New +$1.26M 3.74% 6

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 $59.9B AUM 27.01% 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

NewEdge Advisors's BRO Position: Q2 2026 in Review

NewEdge Advisors increased its Brown & Brown (BRO) stake by 146% in Q2 2026, buying an estimated $4.41M and bringing the position to 121,921 shares worth $7.82M. The position accounts for 0.02% of the portfolio, ranked #584.

NewEdge Advisors first reported a position in BRO in Q4 2014 and has held it in 26 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • NewEdge Advisors held 121,921 shares of Brown & Brown worth $7.82M as of Q2 2026.
  • NewEdge Advisors bought 72,372 Brown & Brown shares in Q2 2026, an estimated $4.41M.
  • Brown & Brown made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #584 holding.
  • NewEdge Advisors first reported a position in Brown & Brown in Q4 2014 and has held it in 26 quarters since.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.