Private Wealth Asset Management’s Brown & Brown BRO Stock Holding History

Private Wealth Asset Management’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	$72.6K	Hold	1,131	–	–	0.01%	378
2026 Q1	$73.8K	Sell	1,131 -3	-0.3%	-$216	0.01%	366
2025 Q4	$90.4K	Hold	1,134	–	–	0.01%	341
2025 Q3	$106K	Hold	1,134	–	–	0.01%	301
2025 Q2	$126K	Hold	1,134	–	–	0.02%	283
2025 Q1	$141K	Buy	+1,134	New	+$127K	0.02%	270

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

Private Wealth Asset Management's BRO Position: Q2 2026 in Review

Private Wealth Asset Management held its Brown & Brown (BRO) position steady in Q2 2026 at 1,131 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Private Wealth Asset Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $141K in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Private Wealth Asset Management held 1,131 shares of Brown & Brown worth $72.6K as of Q2 2026.
Private Wealth Asset Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #378 holding.
Private Wealth Asset Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Brown & Brown position peaked at $141K in Q1 2025.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.