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Transcend Capital Advisors’s Brown & Brown BRO Stock Holding History

Transcend Capital 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 		$2.4M Buy
37,357
+4,436
+13% +$271K 0.16% 115
2026
Q1 		$2.15M Buy
32,921
+3,511
+12% +$253K 0.17% 115
2025
Q4 		$2.34M Buy
29,410
+24,733
+529% +$2.06M 0.18% 113
2025
Q3 		$439K Buy
4,677
+2,584
+123% +$252K 0.03% 405
2025
Q2 		$232K Sell
2,093
-71
-3% -$7.98K 0.02% 539
2025
Q1 		$269K Buy
2,164
+138
+7% +$15.4K 0.02% 498
2024
Q4 		$207K Buy
2,026
+22
+1% +$2.35K 0.01% 538
2024
Q3 		$208K Buy
+2,004
New +$199K 0.01% 572

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

Transcend Capital Advisors's BRO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Brown & Brown (BRO) stake by 13% in Q2 2026, buying an estimated $271K and bringing the position to 37,357 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #115.

Transcend Capital Advisors first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Transcend Capital Advisors held 37,357 shares of Brown & Brown worth $2.4M as of Q2 2026.
  • Transcend Capital Advisors bought 4,436 Brown & Brown shares in Q2 2026, an estimated $271K.
  • Brown & Brown made up 0.16% of Transcend Capital Advisors's portfolio in Q2 2026, its #115 holding.
  • Transcend Capital Advisors first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.