ticino wealth’s Brown & Brown BRO Stock Holding History

ticino 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	–	Sell	-5,961	Closed	-$433K	–	141
2026 Q1	$433K	Sell	5,961 -2,125	-26%	-$153K	0.15%	116
2025 Q4	$644K	Buy	+8,086	New	+$675K	0.24%	98

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

ticino wealth's BRO Position: Q2 2026 in Review

ticino wealth sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5,961 shares — an estimated $433K sold.

ticino wealth first reported a position in BRO in Q4 2025 and held it in 2 quarters. The position peaked at $644K in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

ticino wealth reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
ticino wealth sold 5,961 Brown & Brown shares in Q2 2026, an estimated $433K.
ticino wealth first reported a position in Brown & Brown in Q4 2025 and held it in 2 quarters.
ticino wealth's Brown & Brown position peaked at $644K in Q4 2025.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.