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Savvy Advisors Inc’s Brown & Brown BRO Stock Holding History

Savvy Advisors Inc’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 		$521K Buy
+8,122
New +$495K 0.01% 760
2025
Q4 		– Sell
-2,983
Closed -$280K – 1034
2025
Q3 		$280K Buy
+2,983
New +$291K 0.01% 647

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's BRO Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Brown & Brown (BRO) in Q2 2026: 8,122 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in BRO as recently as Q3 2025.

Savvy Advisors Inc first reported a position in BRO in Q3 2025 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Savvy Advisors Inc held 8,122 shares of Brown & Brown worth $521K as of Q2 2026.
  • Brown & Brown was a new Savvy Advisors Inc position in Q2 2026.
  • Brown & Brown made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #760 holding.
  • Savvy Advisors Inc first reported a position in Brown & Brown in Q3 2025 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.