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

Perigon 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 		$273K Buy
+4,249
New +$259K ﹤0.01% 1182
2025
Q4 		– Sell
-2,572
Closed -$241K – 1317
2025
Q3 		$241K Buy
+2,572
New +$251K ﹤0.01% 1063

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 $60.8B AUM 26.63% 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

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

Perigon Wealth Management opened a new position in Brown & Brown (BRO) in Q2 2026: 4,249 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in BRO as recently as Q3 2025.

Perigon Wealth Management first reported a position in BRO in Q3 2025 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Perigon Wealth Management held 4,249 shares of Brown & Brown worth $273K as of Q2 2026.
  • Brown & Brown was a new Perigon Wealth Management position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • Perigon Wealth Management first reported a position in Brown & Brown in Q3 2025 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.