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Serenity Investment Advisors’s Brown & Brown BRO Stock Holding History

Serenity Investment 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 		$348K Sell
4,824
-27
-0.6% -$1.65K 0.15% 52
2026
Q1 		$280K Sell
4,851
-1,682
-26% -$121K 0.13% 57
2025
Q4 		$526K Buy
+6,533
New +$545K 0.31% 38

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

Serenity Investment Advisors's BRO Position: Q2 2026 in Review

Serenity Investment Advisors reduced its Brown & Brown (BRO) stake by 0.56% in Q2 2026, selling an estimated $1.65K and leaving 4,824 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #52.

Serenity Investment Advisors first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Serenity Investment Advisors held 4,824 shares of Brown & Brown worth $348K as of Q2 2026.
  • Serenity Investment Advisors sold 27 Brown & Brown shares in Q2 2026, an estimated $1.65K.
  • Brown & Brown made up 0.15% of Serenity Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Serenity Investment Advisors first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Serenity Investment Advisors's Brown & Brown position peaked at $526K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.