Smallwood Wealth Investment Management’s Brown & Brown BRO Stock Holding History

Smallwood Wealth Investment 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	$42.9K	Hold	668	–	–	0.02%	204
2026 Q1	$43.6K	Hold	668	–	–	0.02%	189
2025 Q4	$53.2K	Hold	668	–	–	0.03%	172
2025 Q3	$62.7K	Hold	668	–	–	0.03%	158
2025 Q2	$74.1K	Hold	668	–	–	0.04%	133
2025 Q1	$83.1K	Buy	+668	New	+$74.6K	0.05%	125

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Smallwood Wealth Investment Management's BRO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Brown & Brown (BRO) position steady in Q2 2026 at 668 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #204.

Smallwood Wealth Investment Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $83.1K in Q1 2025. 388 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Smallwood Wealth Investment Management held 668 shares of Brown & Brown worth $42.9K as of Q2 2026.
Smallwood Wealth Investment Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #204 holding.
Smallwood Wealth Investment Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Brown & Brown position peaked at $83.1K in Q1 2025.
388 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.