Sanctuary Advisors’s Brown & Brown BRO Stock Holding History

Sanctuary Advisors’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	$10.3M	Buy	161,198 +1,718	+1%	+$105K	0.05%	397
2026 Q1	$10.4M	Buy	159,480 +1,230	+0.8%	+$88.7K	0.06%	362
2025 Q4	$12.6M	Sell	158,250 -176	-0.1%	-$14.7K	0.07%	286
2025 Q3	$14.9M	Buy	158,426 +1,508	+1%	+$147K	0.09%	243
2025 Q2	$17.4M	Sell	156,918 -3,494	-2%	-$393K	0.11%	204
2025 Q1	$20M	Sell	160,412 -3,147	-2%	-$352K	0.14%	167
2024 Q4	$17.2M	Buy	163,559 +1,990	+1%	+$212K	0.11%	198
2024 Q3	$18.1M	Buy	161,569 +6,805	+4%	+$677K	0.11%	196
2024 Q2	$12.6M	Buy	+154,764	New	+$13.4M	0.09%	238

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 $59.9B AUM 27.01% 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

Sanctuary Advisors's BRO Position: Q2 2026 in Review

Sanctuary Advisors increased its Brown & Brown (BRO) stake by 1.1% in Q2 2026, buying an estimated $105K and bringing the position to 161,198 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #397.

Sanctuary Advisors first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $20M in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sanctuary Advisors held 161,198 shares of Brown & Brown worth $10.3M as of Q2 2026.
Sanctuary Advisors bought 1,718 Brown & Brown shares in Q2 2026, an estimated $105K.
Brown & Brown made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #397 holding.
Sanctuary Advisors first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Brown & Brown position peaked at $20M in Q1 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.