Principia Wealth Advisory’s Brown & Brown BRO Stock Holding History

Principia Wealth Advisory’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	$4.17K	Buy	65 +41	+171%	+$2.5K	﹤0.01%	400
2026 Q1	$1.56K	Buy	24 +1	+4%	+$72	﹤0.01%	583
2025 Q4	$1.83K	Buy	23 +3	+15%	+$250	﹤0.01%	487
2025 Q3	$1.88K	Sell	20 -30	-60%	-$2.92K	﹤0.01%	450
2025 Q2	$5.54K	Buy	50 +42	+525%	+$4.72K	﹤0.01%	222
2025 Q1	$933	Buy	8 +3	+60%	+$335	﹤0.01%	411
2024 Q4	$510	Buy	+5	New	+$534	﹤0.01%	538

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

Principia Wealth Advisory's BRO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Brown & Brown (BRO) stake by 171% in Q2 2026, buying an estimated $2.5K and bringing the position to 65 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Principia Wealth Advisory first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.54K in Q2 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Principia Wealth Advisory held 65 shares of Brown & Brown worth $4.17K as of Q2 2026.
Principia Wealth Advisory bought 41 Brown & Brown shares in Q2 2026, an estimated $2.5K.
Brown & Brown made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #400 holding.
Principia Wealth Advisory first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Brown & Brown position peaked at $5.54K in Q2 2025.
805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.