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Spire Wealth Management’s Brown & Brown BRO Stock Holding History

Spire Wealth 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 		$6.82K Buy
106
+88
+489% +$5.37K ﹤0.01% 1756
2026
Q1 		$1.17K Sell
18
-59
-77% -$4.25K ﹤0.01% 2124
2025
Q4 		$6.16K Sell
77
-18
-19% -$1.5K ﹤0.01% 1867
2025
Q3 		$8.91K Sell
95
-5
-5% -$487 ﹤0.01% 1789
2025
Q2 		$11.1K Sell
100
-1,041
-91% -$117K ﹤0.01% 1688
2025
Q1 		$142K Sell
1,141
-2
-0.2% -$223 ﹤0.01% 919
2024
Q4 		$117K Hold
1,143
– – ﹤0.01% 981
2024
Q3 		$118K Sell
1,143
-18
-2% -$1.79K ﹤0.01% 862
2024
Q2 		$104K Buy
1,161
+6
+0.5% +$521 ﹤0.01% 885
2024
Q1 		$101K Buy
1,155
+7
+0.6% +$563 ﹤0.01% 983
2023
Q4 		$85.9K Buy
1,148
+13
+1% +$929 ﹤0.01% 1031
2023
Q3 		$79.3K Buy
1,135
+3
+0.3% +$214 ﹤0.01% 1018
2023
Q2 		$77.9K Buy
1,132
+102
+10% +$6.49K ﹤0.01% 1044
2023
Q1 		$59.1K Buy
1,030
+783
+317% +$45K ﹤0.01% 1133
2022
Q4 		$14K Buy
247
+18
+8% +$1.05K ﹤0.01% 1491
2022
Q3 		$14K Sell
229
-814
-78% -$51.2K ﹤0.01% 1457
2022
Q2 		$61K Buy
1,043
+15
+1% +$921 ﹤0.01% 1208
2022
Q1 		$74K Buy
1,028
+214
+26% +$14.4K ﹤0.01% 1287
2021
Q4 		$57K Sell
814
-786
-49% -$50.7K ﹤0.01% 1652
2021
Q3 		$89K Hold
1,600
– – ﹤0.01% 1234
2021
Q2 		$85K Sell
1,600
-14
-0.9% -$720 ﹤0.01% 1245
2021
Q1 		$74K Buy
+1,614
New +$74.1K ﹤0.01% 1528

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

Spire Wealth Management's BRO Position: Q2 2026 in Review

Spire Wealth Management increased its Brown & Brown (BRO) stake by 489% in Q2 2026, buying an estimated $5.37K and bringing the position to 106 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Spire Wealth Management first reported a position in BRO in Q1 2021 and has held it in 22 quarters since. The position peaked at $142K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Spire Wealth Management held 106 shares of Brown & Brown worth $6.82K as of Q2 2026.
  • Spire Wealth Management bought 88 Brown & Brown shares in Q2 2026, an estimated $5.37K.
  • Brown & Brown made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1756 holding.
  • Spire Wealth Management first reported a position in Brown & Brown in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Brown & Brown position peaked at $142K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.