Smartleaf Asset Management’s Brown & Brown BRO Stock Holding History

Smartleaf Asset 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	$52.5K	Hold	821	–	–	﹤0.01%	1487
2026 Q1	$53.6K	Buy	821 +100	+14%	+$7.21K	﹤0.01%	1416
2025 Q4	$57.8K	Sell	721 -14	-2%	-$1.17K	﹤0.01%	1477
2025 Q3	$68.4K	Buy	735 +198	+37%	+$19.3K	﹤0.01%	1248
2025 Q2	$58.8K	Sell	537 -211	-28%	-$23.7K	0.01%	1097
2025 Q1	$92K	Sell	748 -63	-8%	-$7.04K	0.01%	867
2024 Q4	$82.7K	Buy	811 +207	+34%	+$22.1K	0.01%	932
2024 Q3	$62K	Buy	604 +264	+78%	+$26.3K	0.01%	849
2024 Q2	$30.7K	Buy	340 +224	+193%	+$19.4K	0.01%	878
2024 Q1	$10.1K	Buy	+116	New	+$9.32K	﹤0.01%	1011

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

Smartleaf Asset Management's BRO Position: Q2 2026 in Review

Smartleaf Asset Management held its Brown & Brown (BRO) position steady in Q2 2026 at 821 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Smartleaf Asset Management first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $92K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Smartleaf Asset Management held 821 shares of Brown & Brown worth $52.5K as of Q2 2026.
Smartleaf Asset Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1487 holding.
Smartleaf Asset Management first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Brown & Brown position peaked at $92K in Q1 2025.
809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.