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

Private 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 		$11.2K Buy
174
+137
+370% +$8.36K ﹤0.01% 547
2026
Q1 		$2.41K Sell
37
-154
-81% -$11.1K ﹤0.01% 1028
2025
Q4 		$15.2K Buy
191
+106
+125% +$8.84K ﹤0.01% 385
2025
Q3 		$7.97K Sell
85
-28
-25% -$2.73K ﹤0.01% 601
2025
Q2 		$12.5K Buy
113
+28
+33% +$3.15K ﹤0.01% 426
2025
Q1 		$10.6K Hold
85
– – ﹤0.01% 448
2024
Q4 		$8.67K Hold
85
– – ﹤0.01% 536
2024
Q3 		$8.81K Hold
85
– – ﹤0.01% 492
2024
Q2 		$7.6K Buy
85
+42
+98% +$3.65K ﹤0.01% 535
2024
Q1 		$3.77K Hold
43
– – ﹤0.01% 722
2023
Q4 		$3.06K Buy
+43
New +$3.07K ﹤0.01% 797

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
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 Management Group's BRO Position: Q2 2026 in Review

Private Wealth Management Group increased its Brown & Brown (BRO) stake by 370% in Q2 2026, buying an estimated $8.36K and bringing the position to 174 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Private Wealth Management Group first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2K in Q4 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Private Wealth Management Group held 174 shares of Brown & Brown worth $11.2K as of Q2 2026.
  • Private Wealth Management Group bought 137 Brown & Brown shares in Q2 2026, an estimated $8.36K.
  • Brown & Brown made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #547 holding.
  • Private Wealth Management Group first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Brown & Brown position peaked at $15.2K in Q4 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.