Prevail Innovative Wealth Advisors’s Brown & Brown BRO Stock Holding History

Prevail Innovative 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	$275K	Buy	4,289 +155	+4%	+$9.46K	0.04%	166
2026 Q1	$270K	Sell	4,134 -103	-2%	-$7.42K	0.05%	158
2025 Q4	$338K	Buy	4,237 +103	+2%	+$8.59K	0.06%	168
2025 Q3	$388K	Sell	4,134 -4,865	-54%	-$474K	0.08%	174
2025 Q2	$998K	Sell	8,999 -4,491	-33%	-$505K	0.22%	131
2025 Q1	$1.68M	Sell	13,490 -3,953	-23%	-$442K	0.45%	75
2024 Q4	$1.78M	Hold	17,443	–	–	0.52%	65
2024 Q3	$1.81M	Hold	17,443	–	–	0.55%	61
2024 Q2	$1.56M	Sell	17,443 -5,294	-23%	-$460K	0.55%	72
2024 Q1	$1.99M	Buy	22,737 +19,579	+620%	+$1.57M	0.74%	59
2023 Q4	$225K	Buy	+3,158	New	+$226K	0.11%	127

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

Prevail Innovative Wealth Advisors's BRO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Brown & Brown (BRO) stake by 3.7% in Q2 2026, buying an estimated $9.46K and bringing the position to 4,289 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #166.

Prevail Innovative Wealth Advisors first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q1 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Prevail Innovative Wealth Advisors held 4,289 shares of Brown & Brown worth $275K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 155 Brown & Brown shares in Q2 2026, an estimated $9.46K.
Brown & Brown made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Prevail Innovative Wealth Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
Prevail Innovative Wealth Advisors's Brown & Brown position peaked at $1.99M in Q1 2024.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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