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Nvest Wealth Strategies’s Brown & Brown BRO Stock Holding History

Nvest Wealth Strategies’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 		$321 Buy
+5
New +$305 ﹤0.01% 325

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's BRO Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Brown & Brown (BRO) in Q2 2026: 5 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

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

  • Nvest Wealth Strategies held 5 shares of Brown & Brown worth $321 as of Q2 2026.
  • Brown & Brown was a new Nvest Wealth Strategies position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #325 holding.
  • 414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.