Steward Partners Investment Advisory’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.67M | Sell |
25,976
-6,189
| -19% | -$378K | 0.01% | 1014 |
|
|
2026
Q1 | $2.1M | Buy |
32,165
+3,897
| +14% | +$281K | 0.01% | 837 |
|
|
2025
Q4 | $2.25M | Buy |
28,268
+61
| +0.2% | +$5.09K | 0.01% | 755 |
|
|
2025
Q3 | $2.65M | Sell |
28,207
-1,817
| -6% | -$177K | 0.02% | 670 |
|
|
2025
Q2 | $3.33M | Buy |
30,024
+1,442
| +5% | +$162K | 0.03% | 547 |
|
|
2025
Q1 | $3.56M | Sell |
28,582
-9,281
| -25% | -$1.04M | 0.03% | 484 |
|
|
2024
Q4 | $3.86M | Buy |
37,863
+26
| +0.1% | +$2.78K | 0.03% | 448 |
|
|
2024
Q3 | $3.92M | Sell |
37,837
-865
| -2% | -$86K | 0.04% | 433 |
|
|
2024
Q2 | $3.46M | Buy |
38,702
+7,516
| +24% | +$652K | 0.04% | 431 |
|
|
2024
Q1 | $2.73M | Buy |
31,186
+1,875
| +6% | +$151K | 0.03% | 486 |
|
|
2023
Q4 | $2.08M | Buy |
29,311
+2,406
| +9% | +$172K | 0.03% | 495 |
|
|
2023
Q3 | $1.88M | Sell |
26,905
-4,983
| -16% | -$355K | 0.03% | 487 |
|
|
2023
Q2 | $2.2M | Sell |
31,888
-11,789
| -27% | -$750K | 0.03% | 455 |
|
|
2023
Q1 | $2.51M | Sell |
43,677
-11,392
| -21% | -$655K | 0.04% | 411 |
|
|
2022
Q4 | $3.14M | Buy |
55,069
+3,621
| +7% | +$212K | 0.05% | 346 |
|
|
2022
Q3 | $3.11M | Sell |
51,448
-5,736
| -10% | -$361K | 0.06% | 325 |
|
|
2022
Q2 | $3.34M | Buy |
57,184
+16,204
| +40% | +$995K | 0.06% | 310 |
|
|
2022
Q1 | $2.96M | Buy |
40,980
+15,868
| +63% | +$1.06M | 0.05% | 374 |
|
|
2021
Q4 | $1.76M | Buy |
25,112
+189
| +0.8% | +$12.2K | 0.03% | 525 |
|
|
2021
Q3 | $1.38M | Buy |
24,923
+259
| +1% | +$14.4K | 0.02% | 552 |
|
|
2021
Q2 | $1.31M | Sell |
24,664
-3,783
| -13% | -$195K | 0.02% | 581 |
|
|
2021
Q1 | $1.3M | Buy |
28,447
+4,408
| +18% | +$202K | 0.02% | 553 |
|
|
2020
Q4 | $1.14M | Sell |
24,039
-779
| -3% | -$35.9K | 0.02% | 522 |
|
|
2020
Q3 | $1.12M | Buy |
24,818
+143
| +0.6% | +$6.38K | 0.03% | 453 |
|
|
2020
Q2 | $1.01M | Buy |
24,675
+1,099
| +5% | +$42.4K | 0.03% | 448 |
|
|
2020
Q1 | $853K | Buy |
23,576
+1,406
| +6% | +$59.4K | 0.03% | 419 |
|
|
2019
Q4 | $875K | Buy |
22,170
+183
| +0.8% | +$6.87K | 0.03% | 489 |
|
|
2019
Q3 | $792K | Sell |
21,987
-65
| -0.3% | -$2.33K | 0.03% | 468 |
|
|
2019
Q2 | $738K | Sell |
22,052
-57
| -0.3% | -$1.81K | 0.03% | 452 |
|
|
2019
Q1 | $652K | Buy |
22,109
+971
| +5% | +$27.7K | 0.03% | 450 |
|
|
2018
Q4 | $582K | Sell |
21,138
-280
| -1% | -$7.92K | 0.03% | 451 |
|
|
2018
Q3 | $633K | Buy |
21,418
+630
| +3% | +$18.7K | 0.03% | 452 |
|
|
2018
Q2 | $576K | Buy |
20,788
+205
| +1% | +$5.58K | 0.03% | 434 |
|
|
2018
Q1 | $523K | Buy |
20,583
+479
| +2% | +$12.5K | 0.04% | 417 |
|
|
2017
Q4 | $517K | Buy |
20,104
+542
| +3% | +$13.6K | 0.04% | 350 |
|
|
2017
Q3 | $471K | Buy |
19,562
+1,642
| +9% | +$36.8K | 0.05% | 306 |
|
|
2017
Q2 | $385K | Buy |
+17,920
| New | +$384K | 0.04% | 315 |
|
Other funds holding BRO
VLKIM
Steward Partners Investment Advisory's BRO Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Brown & Brown (BRO) stake by 19% in Q2 2026, selling an estimated $378K and leaving 25,976 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1014.
Steward Partners Investment Advisory first reported a position in BRO in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.92M in Q3 2024. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Steward Partners Investment Advisory held 25,976 shares of Brown & Brown worth $1.67M as of Q2 2026.
- Steward Partners Investment Advisory sold 6,189 Brown & Brown shares in Q2 2026, an estimated $378K.
- Brown & Brown made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1014 holding.
- Steward Partners Investment Advisory first reported a position in Brown & Brown in Q2 2017 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Brown & Brown position peaked at $3.92M in Q3 2024.
- 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.