ORG Wealth Partners’s Brown & Brown BRO Stock Holding History

ORG Wealth Partners’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	$10.3K	Sell	160 -1,447	-90%	-$88.3K	﹤0.01%	530
2026 Q1	$105K	Buy	1,607 +148	+10%	+$10.7K	0.02%	279
2025 Q4	$116K	Sell	1,459 -4,414	-75%	-$368K	0.03%	263
2025 Q3	$551K	Sell	5,873 -239	-4%	-$23.3K	0.12%	116
2025 Q2	$666K	Buy	6,112 +42	+0.7%	+$4.72K	0.16%	91
2025 Q1	$753K	Sell	6,070 -29	-0.5%	-$3.24K	0.23%	81
2024 Q4	$622K	Sell	6,099 -404	-6%	-$43.1K	0.19%	50
2024 Q3	$674K	Buy	+6,503	New	+$647K	0.22%	48

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

ORG Wealth Partners's BRO Position: Q2 2026 in Review

ORG Wealth Partners reduced its Brown & Brown (BRO) stake by 90% in Q2 2026, selling an estimated $88.3K and leaving 160 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

ORG Wealth Partners first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $753K in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

ORG Wealth Partners held 160 shares of Brown & Brown worth $10.3K as of Q2 2026.
ORG Wealth Partners sold 1,447 Brown & Brown shares in Q2 2026, an estimated $88.3K.
Brown & Brown made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #530 holding.
ORG Wealth Partners first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Brown & Brown position peaked at $753K in Q1 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.