Raffa Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $898 | Sell |
14
-18
| -56% | -$1.1K | ﹤0.01% | 1050 |
|
|
2026
Q1 | $2.09K | Buy |
32
+1
| +3% | +$72 | ﹤0.01% | 739 |
|
|
2025
Q4 | $2.47K | Hold |
31
| – | – | ﹤0.01% | 692 |
|
|
2025
Q3 | $2.91K | Hold |
31
| – | – | ﹤0.01% | 614 |
|
|
2025
Q2 | $3.44K | Hold |
31
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $3.86K | Hold |
31
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $3.16K | Sell |
31
-5
| -14% | -$534 | ﹤0.01% | 544 |
|
|
2024
Q3 | $3.73K | Sell |
36
-687
| -95% | -$68.3K | ﹤0.01% | 478 |
|
|
2024
Q2 | $64.6K | Hold |
723
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $63.3K | Buy |
723
+687
| +1,908% | +$55.2K | 0.02% | 177 |
|
|
2023
Q4 | $2.56K | Hold |
36
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $2.51K | Hold |
36
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $2.48K | Hold |
36
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $2.07K | Hold |
36
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $2.05K | Hold |
36
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $2.18K | Hold |
36
| – | – | ﹤0.01% | 570 |
|
|
2022
Q2 | $2.1K | Hold |
36
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $2.6K | Hold |
36
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $2.53K | Hold |
36
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $1.91K | Hold |
36
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $1.65K | Hold |
36
| – | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $1.71K | Hold |
36
| – | – | ﹤0.01% | 589 |
|
|
2020
Q3 | $1.63K | Hold |
36
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $1.47K | Hold |
36
| – | – | ﹤0.01% | 547 |
|
|
2020
Q1 | $1.3K | Hold |
36
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $1.42K | Hold |
36
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $1.3K | Buy |
+36
| New | +$1.29K | ﹤0.01% | 500 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$1.06K | – | 828 |
|
|
2019
Q1 | $1.06K | Hold |
36
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $992 | Hold |
36
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $1.06K | Hold |
36
| – | – | ﹤0.01% | 583 |
|
|
2018
Q2 | $998 | Hold |
36
| – | – | ﹤0.01% | 581 |
|
|
2018
Q1 | $916 | Buy |
+36
| New | +$941 | ﹤0.01% | 613 |
|
Other funds holding BRO
VLKIM
OAG
Raffa Wealth Management's BRO Position: Q2 2026 in Review
Raffa Wealth Management reduced its Brown & Brown (BRO) stake by 56% in Q2 2026, selling an estimated $1.1K and leaving 14 shares worth $898. The position accounts for ﹤0.01% of the portfolio, ranked #1050.
Raffa Wealth Management first reported a position in BRO in Q1 2018 and has held it in 33 quarters since. The position peaked at $64.6K in Q2 2024. 761 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Raffa Wealth Management held 14 shares of Brown & Brown worth $898 as of Q2 2026.
- Raffa Wealth Management sold 18 Brown & Brown shares in Q2 2026, an estimated $1.1K.
- Brown & Brown made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1050 holding.
- Raffa Wealth Management first reported a position in Brown & Brown in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Brown & Brown position peaked at $64.6K in Q2 2024.
- 761 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.