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Strategic Wealth Partners’s Brown & Brown BRO Stock Holding History

Strategic Wealth Partners’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 		$10.8K Buy
168
+6
+4% +$366 ﹤0.01% 902
2026
Q1 		$10.5K Sell
162
-191
-54% -$13.8K ﹤0.01% 883
2025
Q4 		$28.1K Sell
353
-1,129
-76% -$94.2K ﹤0.01% 630
2025
Q3 		$139K Sell
1,482
-523
-26% -$51K 0.01% 389
2025
Q2 		$222K Buy
+2,005
New +$225K 0.02% 305
2024
Q4 		$1.33M Buy
11,969
+628
+6% +$67.1K 0.11% 128
2024
Q3 		$1.17M Sell
11,341
-2,974
-21% -$296K 0.11% 132
2024
Q2 		$1.28M Buy
14,315
+1,271
+10% +$110K 0.13% 120
2024
Q1 		$1.14M Sell
13,044
-163
-1% -$13.1K 0.13% 120
2023
Q4 		$939K Sell
13,207
-1,165
-8% -$83.3K 0.12% 134
2023
Q3 		$1M Sell
14,372
-1,432
-9% -$102K 0.13% 154
2023
Q2 		$1.09M Sell
15,804
-145
-0.9% -$9.22K 0.14% 151
2023
Q1 		$916K Buy
15,949
+779
+5% +$44.8K 0.14% 137
2022
Q4 		$864K Buy
15,170
+7,318
+93% +$428K 0.16% 131
2022
Q3 		$475K Buy
7,852
+2,623
+50% +$165K 0.1% 179
2022
Q2 		$305K Buy
+5,229
New +$321K 0.07% 197

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

Strategic Wealth Partners's BRO Position: Q2 2026 in Review

Strategic Wealth Partners increased its Brown & Brown (BRO) stake by 3.7% in Q2 2026, buying an estimated $366 and bringing the position to 168 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Strategic Wealth Partners first reported a position in BRO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q4 2024. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Strategic Wealth Partners held 168 shares of Brown & Brown worth $10.8K as of Q2 2026.
  • Strategic Wealth Partners bought 6 Brown & Brown shares in Q2 2026, an estimated $366.
  • Brown & Brown made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #902 holding.
  • Strategic Wealth Partners first reported a position in Brown & Brown in Q2 2022 and has held it in 16 quarters since.
  • Strategic Wealth Partners's Brown & Brown position peaked at $1.33M in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.