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Texas Yale Capital Corp’s Brown & Brown BRO Stock Holding History

Texas Yale Capital Corp’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
-10,638
Closed -$694K – 513
2026
Q1 		$694K Buy
10,638
+4,568
+75% +$329K 0.02% 334
2025
Q4 		$484K Buy
+6,070
New +$506K 0.01% 362
2025
Q2 		– Sell
-1,690
Closed -$210K – 468
2025
Q1 		$210K Buy
+1,690
New +$189K 0.01% 430

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

Texas Yale Capital Corp's BRO Position: Q2 2026 in Review

Texas Yale Capital Corp sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 10,638 shares — an estimated $694K sold.

Texas Yale Capital Corp first reported a position in BRO in Q1 2025 and held it in 3 quarters. The position peaked at $694K in Q1 2026. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Texas Yale Capital Corp reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Texas Yale Capital Corp sold 10,638 Brown & Brown shares in Q2 2026, an estimated $694K.
  • Texas Yale Capital Corp first reported a position in Brown & Brown in Q1 2025 and held it in 3 quarters.
  • Texas Yale Capital Corp's Brown & Brown position peaked at $694K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.