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Phillips Wealth Planners’s Brown & Brown BRO Stock Holding History

Phillips Wealth Planners’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 		$272K Buy
3,931
+96
+3% +$5.86K 0.2% 167
2026
Q1 		$212K Buy
3,835
+493
+15% +$35.5K 0.16% 202
2025
Q4 		$261K Sell
3,342
-977
-23% -$81.5K 0.21% 162
2025
Q3 		$408K Buy
4,319
+1,574
+57% +$153K 0.34% 98
2025
Q2 		$294K Buy
2,745
+86
+3% +$9.66K 0.27% 133
2025
Q1 		$316K Buy
2,659
+88
+3% +$9.83K 0.33% 104
2024
Q4 		$262K Buy
2,571
+217
+9% +$23.2K 0.26% 133
2024
Q3 		$250K Sell
2,354
-10
-0.4% -$995 0.24% 154
2024
Q2 		$215K Sell
2,364
-116
-5% -$10.1K 0.23% 165
2024
Q1 		$201K Buy
+2,480
New +$199K 0.23% 170

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

Phillips Wealth Planners's BRO Position: Q2 2026 in Review

Phillips Wealth Planners increased its Brown & Brown (BRO) stake by 2.5% in Q2 2026, buying an estimated $5.86K and bringing the position to 3,931 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #167.

Phillips Wealth Planners first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $408K in Q3 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Phillips Wealth Planners held 3,931 shares of Brown & Brown worth $272K as of Q2 2026.
  • Phillips Wealth Planners bought 96 Brown & Brown shares in Q2 2026, an estimated $5.86K.
  • Brown & Brown made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #167 holding.
  • Phillips Wealth Planners first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
  • Phillips Wealth Planners's Brown & Brown position peaked at $408K in Q3 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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