Prestige Wealth Management Group’s Brown & Brown BRO Stock Holding History

Prestige Wealth Management Group’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	$2.95K	Hold	46	–	–	﹤0.01%	699
2026 Q1	$3K	Hold	46	–	–	﹤0.01%	657
2025 Q4	$3.67K	Hold	46	–	–	﹤0.01%	645
2025 Q3	$4.32K	Hold	46	–	–	﹤0.01%	596
2025 Q2	$5.1K	Hold	46	–	–	﹤0.01%	558
2025 Q1	$5.72K	Hold	46	–	–	﹤0.01%	539
2024 Q4	$4.69K	Hold	46	–	–	﹤0.01%	622
2024 Q3	$4.77K	Hold	46	–	–	﹤0.01%	613
2024 Q2	$4.11K	Hold	46	–	–	﹤0.01%	588
2024 Q1	$4.03K	Hold	46	–	–	﹤0.01%	619
2023 Q4	$3.27K	Hold	46	–	–	﹤0.01%	668
2023 Q3	$3.21K	Hold	46	–	–	﹤0.01%	661
2023 Q2	$3.17K	Hold	46	–	–	﹤0.01%	689
2023 Q1	$2.64K	Hold	46	–	–	﹤0.01%	694
2022 Q4	$2.62K	Sell	46 -23	-33%	-$1.34K	﹤0.01%	775
2022 Q3	$4K	Sell	69 -8	-10%	-$503	﹤0.01%	580
2022 Q2	$4K	Sell	77 -157	-67%	-$9.64K	﹤0.01%	622
2022 Q1	$17K	Buy	234 +29	+14%	+$1.95K	﹤0.01%	372
2021 Q4	$14K	Hold	205	–	–	﹤0.01%	431
2021 Q3	$11K	Hold	205	–	–	﹤0.01%	463
2021 Q2	$11K	Hold	205	–	–	﹤0.01%	452
2021 Q1	$9K	Hold	205	–	–	﹤0.01%	489
2020 Q4	$10K	Sell	205 -815	-80%	-$37.5K	﹤0.01%	455
2020 Q3	$46K	Buy	1,020 +321	+46%	+$14.3K	0.01%	257
2020 Q2	$28K	Buy	699 +294	+73%	+$11.3K	0.01%	289
2020 Q1	$15K	Buy	+405	New	+$17.1K	0.01%	319
2019 Q1	–	Sell	-18	Closed	–	–	581
2018 Q4	$0	Buy	+18	New	+$509	﹤0.01%	1246

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 $59.9B AUM 27.01% 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

Prestige Wealth Management Group's BRO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Brown & Brown (BRO) position steady in Q2 2026 at 46 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Prestige Wealth Management Group first reported a position in BRO in Q4 2018 and has held it in 27 quarters since. The position peaked at $46K in Q3 2020. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Prestige Wealth Management Group held 46 shares of Brown & Brown worth $2.95K as of Q2 2026.
Prestige Wealth Management Group left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #699 holding.
Prestige Wealth Management Group first reported a position in Brown & Brown in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Brown & Brown position peaked at $46K in Q3 2020.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.