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SHP Wealth Management’s Brown & Brown BRO Stock Holding History

SHP Wealth Management’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 		$13.6K Buy
213
+95
+81% +$5.79K ﹤0.01% 878
2026
Q1 		$7.69K Buy
118
+16
+16% +$1.15K ﹤0.01% 965
2025
Q4 		$8.13K Buy
+102
New +$8.51K ﹤0.01% 887

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

SHP Wealth Management's BRO Position: Q2 2026 in Review

SHP Wealth Management increased its Brown & Brown (BRO) stake by 81% in Q2 2026, buying an estimated $5.79K and bringing the position to 213 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

SHP Wealth Management first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • SHP Wealth Management held 213 shares of Brown & Brown worth $13.6K as of Q2 2026.
  • SHP Wealth Management bought 95 Brown & Brown shares in Q2 2026, an estimated $5.79K.
  • Brown & Brown made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #878 holding.
  • SHP Wealth Management first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.