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SOA Wealth Advisors’s Brown & Brown BRO Stock Holding History

SOA Wealth 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 		$71K Hold
1,106
– – 0.01% 327
2026
Q1 		$72.1K Hold
1,106
– – 0.01% 310
2025
Q4 		$88.1K Hold
1,106
– – 0.01% 293
2025
Q3 		$104K Buy
+1,106
New +$108K 0.02% 288

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 $59.9B AUM 27.01% 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

SOA Wealth Advisors's BRO Position: Q2 2026 in Review

SOA Wealth Advisors held its Brown & Brown (BRO) position steady in Q2 2026 at 1,106 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #327.

SOA Wealth Advisors first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • SOA Wealth Advisors held 1,106 shares of Brown & Brown worth $71K as of Q2 2026.
  • SOA Wealth Advisors left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #327 holding.
  • SOA Wealth Advisors first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Brown & Brown position peaked at $104K in Q3 2025.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.