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

Rialto 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 		$7.57K Buy
118
+85
+258% +$5.18K ﹤0.01% 609
2026
Q1 		$2.15K Buy
33
+20
+154% +$1.44K ﹤0.01% 838
2025
Q4 		$1.04K Buy
13
+6
+86% +$501 ﹤0.01% 984
2025
Q3 		$657 Buy
7
+2
+40% +$195 ﹤0.01% 1096
2025
Q2 		$555 Buy
5
+1
+25% +$112 ﹤0.01% 1099
2025
Q1 		$498 Buy
+4
New +$447 ﹤0.01% 860

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

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

Rialto Wealth Management increased its Brown & Brown (BRO) stake by 258% in Q2 2026, buying an estimated $5.18K and bringing the position to 118 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Rialto Wealth Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Rialto Wealth Management held 118 shares of Brown & Brown worth $7.57K as of Q2 2026.
  • Rialto Wealth Management bought 85 Brown & Brown shares in Q2 2026, an estimated $5.18K.
  • Brown & Brown made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Rialto Wealth Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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