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Sound Income Strategies’s Brown & Brown BRO Stock Holding History

Sound Income Strategies’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 		– Sell
-256
Closed -$16.5K – 727
2026
Q1 		$16.5K Buy
256
+2
+0.8% +$144 ﹤0.01% 1271
2025
Q4 		$20.3K Buy
254
+1
+0.4% +$83 ﹤0.01% 1146
2025
Q3 		$24.2K Hold
253
– – ﹤0.01% 760
2025
Q2 		$28.1K Sell
253
-848
-77% -$95.3K ﹤0.01% 671
2025
Q1 		$137K Buy
1,101
+2
+0.2% +$223 0.01% 348
2024
Q4 		$112K Buy
1,099
+1
+0.1% +$107 0.01% 336
2024
Q3 		$114K Hold
1,098
– – 0.01% 319
2024
Q2 		$98.2K Hold
1,098
– – 0.01% 334
2024
Q1 		$96.1K Buy
+1,098
New +$88.3K 0.01% 317

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's BRO Position: Q2 2026 in Review

Sound Income Strategies sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 256 shares — an estimated $16.5K sold.

Sound Income Strategies first reported a position in BRO in Q1 2024 and held it in 9 quarters. The position peaked at $137K in Q1 2025. 561 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Sound Income Strategies reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 256 Brown & Brown shares in Q2 2026, an estimated $16.5K.
  • Sound Income Strategies first reported a position in Brown & Brown in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's Brown & Brown position peaked at $137K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.