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

Portus 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	–	Sell	-5	Closed	-$326	–	112
2026 Q1	$326	Buy	+5	New	+$360	﹤0.01%	518

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 $60.8B AUM 26.63% 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

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

Portus Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5 shares — an estimated $326 sold.

Portus Wealth Advisors first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $326 in Q1 2026. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Portus Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 5 Brown & Brown shares in Q2 2026, an estimated $326.
Portus Wealth Advisors first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Brown & Brown position peaked at $326 in Q1 2026.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.