TWM
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TopTier Wealth Management’s Brown & Brown BRO Stock Holding History

TopTier Wealth Management’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
Closed -$326 – 201
2026
Q1 		$326 Buy
+5
New +$360 ﹤0.01% 679

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

TopTier Wealth Management's BRO Position: Q2 2026 in Review

TopTier Wealth Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 5 shares — an estimated $326 sold.

TopTier Wealth Management first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $326 in Q1 2026. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • TopTier Wealth Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 5 Brown & Brown shares in Q2 2026, an estimated $326.
  • TopTier Wealth Management first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Brown & Brown position peaked at $326 in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.