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Physician Wealth Advisors’s Brown & Brown BRO Stock Holding History

Physician Wealth Advisors’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 		$25.1K Buy
391
+340
+667% +$20.7K ﹤0.01% 601
2026
Q1 		$3.33K Buy
51
+20
+65% +$1.44K ﹤0.01% 1139
2025
Q4 		$2.47K Sell
31
-130
-81% -$10.8K ﹤0.01% 1197
2025
Q3 		$15.1K Buy
161
+155
+2,583% +$15.1K ﹤0.01% 643
2025
Q2 		$666 Buy
+6
New +$674 ﹤0.01% 1628

Other funds holding BRO

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Physician Wealth Advisors's BRO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Brown & Brown (BRO) stake by 667% in Q2 2026, buying an estimated $20.7K and bringing the position to 391 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Physician Wealth Advisors first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Physician Wealth Advisors held 391 shares of Brown & Brown worth $25.1K as of Q2 2026.
  • Physician Wealth Advisors bought 340 Brown & Brown shares in Q2 2026, an estimated $20.7K.
  • Brown & Brown made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #601 holding.
  • Physician Wealth Advisors first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.