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

Strategies 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
Q1 		$224K Buy
+3,439
New +$248K 0.02% 172
2025
Q2 		– Sell
-2,694
Closed -$335K – 186
2025
Q1 		$335K Buy
+2,694
New +$301K 0.04% 128

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Strategies Wealth Advisors's BRO Position: Q1 2026 in Review

Strategies Wealth Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 3,439 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Strategies Wealth Advisors previously reported a position in BRO as recently as Q1 2025.

Strategies Wealth Advisors first reported a position in BRO in Q1 2025 and has held it in 2 quarters since. The position peaked at $335K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Strategies Wealth Advisors held 3,439 shares of Brown & Brown worth $224K as of Q1 2026.
  • Brown & Brown was a new Strategies Wealth Advisors position in Q1 2026.
  • Brown & Brown made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Strategies Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's Brown & Brown position peaked at $335K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.