Red Door 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
$220K Buy
3,427
+34
+1% +$2.07K 0.02% 297
2026
Q1
$221K Buy
3,393
+396
+13% +$28.5K 0.02% 280
2025
Q4
$239K Buy
+2,997
New +$250K 0.02% 258
2025
Q2
– Sell
-1,684
Closed -$209K – 278
2025
Q1
$209K Buy
+1,684
New +$188K 0.03% 222
2021
Q3
– Sell
-159
Closed -$8K – 217
2021
Q2
$8K Buy
+159
New +$8.18K ﹤0.01% 465

Other funds holding BRO

Red Door Wealth Management's BRO Position: Q2 2026 in Review

Red Door Wealth Management increased its Brown & Brown (BRO) stake by 1% in Q2 2026, buying an estimated $2.07K and bringing the position to 3,427 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #297.

Red Door Wealth Management first reported a position in BRO in Q2 2021 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Red Door Wealth Management held 3,427 shares of Brown & Brown worth $220K as of Q2 2026.
  • Red Door Wealth Management bought 34 Brown & Brown shares in Q2 2026, an estimated $2.07K.
  • Brown & Brown made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Red Door Wealth Management first reported a position in Brown & Brown in Q2 2021 and has held it in 5 quarters since.
  • Red Door Wealth Management's Brown & Brown position peaked at $239K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.