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TD Private Client Wealth’s Brown & Brown BRO Stock Holding History

TD Private Client Wealth’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 		$15.3K Sell
238
-805
-77% -$49.1K ﹤0.01% 1072
2026
Q1 		$68K Sell
1,043
-1,125
-52% -$81.1K ﹤0.01% 831
2025
Q4 		$173K Sell
2,168
-50
-2% -$4.17K ﹤0.01% 687
2025
Q3 		$208K Buy
2,218
+1,782
+409% +$174K ﹤0.01% 649
2025
Q2 		$48.3K Buy
436
+123
+39% +$13.8K ﹤0.01% 847
2025
Q1 		$38.9K Buy
313
+2
+0.6% +$223 ﹤0.01% 844
2024
Q4 		$31.7K Sell
311
-19
-6% -$2.03K ﹤0.01% 902
2024
Q3 		$34.2K Hold
330
– – ﹤0.01% 898
2024
Q2 		$29.5K Buy
330
+8
+2% +$694 ﹤0.01% 882
2024
Q1 		$28.2K Sell
322
-15
-4% -$1.21K ﹤0.01% 899
2023
Q4 		$24K Sell
337
-23
-6% -$1.64K ﹤0.01% 928
2023
Q3 		$25.1K Buy
360
+21
+6% +$1.5K ﹤0.01% 900
2023
Q2 		$23.3K Sell
339
-34
-9% -$2.16K ﹤0.01% 921
2023
Q1 		$21.4K Sell
373
-6
-2% -$345 ﹤0.01% 939
2022
Q4 		$21.6K Buy
379
+170
+81% +$9.94K ﹤0.01% 902
2022
Q3 		$12.6K Hold
209
– – ﹤0.01% 970
2022
Q2 		$12.2K Buy
209
+178
+574% +$10.9K ﹤0.01% 981
2022
Q1 		$2.24K Buy
+31
New +$2.08K ﹤0.01% 1158

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

TD Private Client Wealth's BRO Position: Q2 2026 in Review

TD Private Client Wealth reduced its Brown & Brown (BRO) stake by 77% in Q2 2026, selling an estimated $49.1K and leaving 238 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

TD Private Client Wealth first reported a position in BRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $208K in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • TD Private Client Wealth held 238 shares of Brown & Brown worth $15.3K as of Q2 2026.
  • TD Private Client Wealth sold 805 Brown & Brown shares in Q2 2026, an estimated $49.1K.
  • Brown & Brown made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1072 holding.
  • TD Private Client Wealth first reported a position in Brown & Brown in Q1 2022 and has held it in 18 quarters since.
  • TD Private Client Wealth's Brown & Brown position peaked at $208K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.