Nicholson Wealth Management Group’s Brown & Brown BRO Stock Holding History

Nicholson Wealth Management Group’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	$1.59M	Buy	24,741 +416	+2%	+$25.4K	0.94%	59
2026 Q1	$1.59M	Buy	24,325 +1,755	+8%	+$127K	0.92%	62
2025 Q4	$1.8M	Buy	22,570 +5,357	+31%	+$447K	1.06%	53
2025 Q3	$1.61M	Buy	17,213 +2,447	+17%	+$238K	0.95%	57
2025 Q2	$1.64M	Buy	14,766 +230	+2%	+$25.8K	1.01%	42
2025 Q1	$1.81M	Buy	14,536 +277	+2%	+$31K	1.19%	21
2024 Q4	$1.45M	Buy	14,259 +3,498	+33%	+$374K	0.97%	57
2024 Q3	$1.11M	Buy	+10,761	New	+$1.07M	0.92%	28

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

Nicholson Wealth Management Group's BRO Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Brown & Brown (BRO) stake by 1.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 24,741 shares worth $1.59M. The position accounts for 0.94% of the portfolio, ranked #59.

Nicholson Wealth Management Group first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q1 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Nicholson Wealth Management Group held 24,741 shares of Brown & Brown worth $1.59M as of Q2 2026.
Nicholson Wealth Management Group bought 416 Brown & Brown shares in Q2 2026, an estimated $25.4K.
Brown & Brown made up 0.94% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #59 holding.
Nicholson Wealth Management Group first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Brown & Brown position peaked at $1.81M in Q1 2025.
807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.