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Transamerica Financial Advisors’s Brown & Brown BRO Stock Holding History

Transamerica Financial 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 		$3.72K Sell
58
-68
-54% -$4.15K ﹤0.01% 1193
2026
Q1 		$8.25K Buy
126
+48
+62% +$3.46K ﹤0.01% 958
2025
Q4 		$6.21K Sell
78
-23
-23% -$1.92K ﹤0.01% 927
2025
Q3 		$9.39K Buy
+101
New +$9.84K ﹤0.01% 738

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

Transamerica Financial Advisors's BRO Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Brown & Brown (BRO) stake by 54% in Q2 2026, selling an estimated $4.15K and leaving 58 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Transamerica Financial Advisors first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.39K in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Transamerica Financial Advisors held 58 shares of Brown & Brown worth $3.72K as of Q2 2026.
  • Transamerica Financial Advisors sold 68 Brown & Brown shares in Q2 2026, an estimated $4.15K.
  • Brown & Brown made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1193 holding.
  • Transamerica Financial Advisors first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Brown & Brown position peaked at $9.39K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.