Sequoia Financial Advisors’s Brown & Brown BRO Stock Holding History

Sequoia Financial 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	$812K	Buy	12,656 +1,196	+10%	+$73K	﹤0.01%	1047
2026 Q1	$747K	Sell	11,460 -2,334	-17%	-$168K	﹤0.01%	1032
2025 Q4	$1.1M	Buy	13,794 +2,858	+26%	+$238K	0.01%	834
2025 Q3	$1.03M	Buy	10,936 +1,104	+11%	+$108K	0.01%	768
2025 Q2	$1.09M	Buy	9,832 +3,630	+59%	+$408K	0.01%	656
2025 Q1	$772K	Sell	6,202 -2,684	-30%	-$300K	0.01%	712
2024 Q4	$907K	Buy	8,886 +2,000	+29%	+$214K	0.01%	604
2024 Q3	$713K	Buy	6,886 +30	+0.4%	+$2.98K	0.01%	639
2024 Q2	$613K	Buy	6,856 +163	+2%	+$14.2K	0.01%	622
2024 Q1	$586K	Buy	+6,693	New	+$538K	0.01%	637

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

Sequoia Financial Advisors's BRO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Brown & Brown (BRO) stake by 10% in Q2 2026, buying an estimated $73K and bringing the position to 12,656 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Sequoia Financial Advisors first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Sequoia Financial Advisors held 12,656 shares of Brown & Brown worth $812K as of Q2 2026.
Sequoia Financial Advisors bought 1,196 Brown & Brown shares in Q2 2026, an estimated $73K.
Brown & Brown made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1047 holding.
Sequoia Financial Advisors first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's Brown & Brown position peaked at $1.1M in Q4 2025.
804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.