RWA Wealth Partners’s Brown & Brown BRO Stock Holding History

RWA Wealth Partners’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	$381K	Hold	5,944	–	–	﹤0.01%	523
2026 Q1	$388K	Hold	5,944	–	–	﹤0.01%	494
2025 Q4	$474K	Buy	5,944 +56	+1%	+$4.67K	0.01%	449
2025 Q3	$552K	Hold	5,888	–	–	0.01%	423
2025 Q2	$653K	Hold	5,888	–	–	0.01%	388
2025 Q1	$732K	Sell	5,888 -85	-1%	-$9.5K	0.01%	362
2024 Q4	$609K	Buy	+5,973	New	+$638K	0.01%	391

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

RWA Wealth Partners's BRO Position: Q2 2026 in Review

RWA Wealth Partners held its Brown & Brown (BRO) position steady in Q2 2026 at 5,944 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

RWA Wealth Partners first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

RWA Wealth Partners held 5,944 shares of Brown & Brown worth $381K as of Q2 2026.
RWA Wealth Partners left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #523 holding.
RWA Wealth Partners first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
RWA Wealth Partners's Brown & Brown position peaked at $732K in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.