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Simplicity Wealth’s Brown & Brown BRO Stock Holding History

Simplicity Wealth’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 		$697K Buy
+10,861
New +$663K 0.02% 534
2024
Q3 		– Sell
-2,505
Closed -$224K – 574
2024
Q2 		$224K Buy
2,505
+132
+6% +$11.5K 0.01% 1064
2024
Q1 		$208K Buy
+2,373
New +$191K ﹤0.01% 1056

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 $3.37T AUM 44.26% 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

Simplicity Wealth's BRO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Brown & Brown (BRO) in Q2 2026: 10,861 shares worth $697K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BRO as recently as Q2 2024.

Simplicity Wealth first reported a position in BRO in Q1 2024 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Simplicity Wealth held 10,861 shares of Brown & Brown worth $697K as of Q2 2026.
  • Brown & Brown was a new Simplicity Wealth position in Q2 2026.
  • Brown & Brown made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #534 holding.
  • Simplicity Wealth first reported a position in Brown & Brown in Q1 2024 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.