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

Ritholtz 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	$358K	Sell	5,577 -692	-11%	-$42.2K	0.01%	980
2026 Q1	$409K	Buy	+6,269	New	+$452K	0.01%	860
2025 Q4	–	Sell	-2,304	Closed	-$216K	–	1128
2025 Q3	$216K	Sell	2,304 -434	-16%	-$42.3K	﹤0.01%	953
2025 Q2	$304K	Buy	2,738 +686	+33%	+$77.1K	0.01%	788
2025 Q1	$255K	Buy	+2,052	New	+$229K	0.01%	790
2022 Q4	–	Sell	-21,659	Closed	-$1.31M	–	593
2022 Q3	$1.31M	Buy	+21,659	New	+$1.36M	0.07%	196

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

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

Ritholtz Wealth Management reduced its Brown & Brown (BRO) stake by 11% in Q2 2026, selling an estimated $42.2K and leaving 5,577 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #980.

Ritholtz Wealth Management first reported a position in BRO in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.31M in Q3 2022. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Ritholtz Wealth Management held 5,577 shares of Brown & Brown worth $358K as of Q2 2026.
Ritholtz Wealth Management sold 692 Brown & Brown shares in Q2 2026, an estimated $42.2K.
Brown & Brown made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #980 holding.
Ritholtz Wealth Management first reported a position in Brown & Brown in Q3 2022 and has held it in 6 quarters since.
Ritholtz Wealth Management's Brown & Brown position peaked at $1.31M in Q3 2022.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.