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Pinnacle Wealth Planning Services’s Brown & Brown BRO Stock Holding History

Pinnacle Wealth Planning Services’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 		$151K Buy
2,354
+862
+58% +$52.6K 0.01% 660
2026
Q1 		$97.3K Buy
1,492
+466
+45% +$33.6K 0.01% 816
2025
Q4 		$81.8K Buy
+1,026
New +$85.6K 0.01% 895
2021
Q1 		– Sell
-18
Closed -$1K – 571
2020
Q4 		$1K Buy
+18
New +$829 ﹤0.01% 2072

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

Pinnacle Wealth Planning Services's BRO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brown & Brown (BRO) stake by 58% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,354 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #660.

Pinnacle Wealth Planning Services first reported a position in BRO in Q4 2020 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,354 shares of Brown & Brown worth $151K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 862 Brown & Brown shares in Q2 2026, an estimated $52.6K.
  • Brown & Brown made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #660 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brown & Brown in Q4 2020 and has held it in 4 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.