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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
Q2 		– Sell
-3,439
Closed -$224K – 204
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 $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

Strategies Wealth Advisors's BRO Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,439 shares — an estimated $224K sold.

Strategies Wealth Advisors first reported a position in BRO in Q1 2025 and held it in 2 quarters. The position peaked at $335K in Q1 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 3,439 Brown & Brown shares in Q2 2026, an estimated $224K.
  • Strategies Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and held it in 2 quarters.
  • Strategies Wealth Advisors's Brown & Brown position peaked at $335K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.