Revisor Wealth Management’s Brown & Brown BRO Stock Holding History

Revisor Wealth 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	$410K	Buy	6,395 +867	+16%	+$52.9K	0.1%	224
2026 Q1	$371K	Buy	5,528 +764	+16%	+$55.1K	0.1%	217
2025 Q4	$383K	Buy	4,764 +274	+6%	+$22.9K	0.1%	202
2025 Q3	$434K	Sell	4,490 -17	-0.4%	-$1.66K	0.15%	151
2025 Q2	$489K	Buy	4,507 +299	+7%	+$33.6K	0.18%	138
2025 Q1	$523K	Buy	4,208 +1,742	+71%	+$195K	0.23%	93
2024 Q4	$254K	Sell	2,466 -1,005	-29%	-$107K	0.23%	91
2024 Q3	$360K	Sell	3,471 -335	-9%	-$33.3K	0.22%	108
2024 Q2	$340K	Sell	3,806 -2,667	-41%	-$232K	0.24%	96
2024 Q1	$515K	Buy	6,473 +3,237	+100%	+$260K	0.23%	112
2023 Q4	$230K	Sell	3,236 -877	-21%	-$62.7K	0.26%	115
2023 Q3	$287K	Buy	4,113 +949	+30%	+$67.7K	0.24%	110
2023 Q2	$218K	Buy	+3,164	New	+$201K	0.2%	148

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

Revisor Wealth Management's BRO Position: Q2 2026 in Review

Revisor Wealth Management increased its Brown & Brown (BRO) stake by 16% in Q2 2026, buying an estimated $52.9K and bringing the position to 6,395 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #224.

Revisor Wealth Management first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $523K in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Revisor Wealth Management held 6,395 shares of Brown & Brown worth $410K as of Q2 2026.
Revisor Wealth Management bought 867 Brown & Brown shares in Q2 2026, an estimated $52.9K.
Brown & Brown made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #224 holding.
Revisor Wealth Management first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
Revisor Wealth Management's Brown & Brown position peaked at $523K in Q1 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.