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True Wealth Design’s Brown & Brown BRO Stock Holding History

True Wealth Design’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 		$10.7K Buy
167
+103
+161% +$6.28K ﹤0.01% 1037
2026
Q1 		$4.17K Buy
+64
New +$4.61K ﹤0.01% 1269
2025
Q4 		– Sell
-581
Closed -$54.5K – 2593
2025
Q3 		$54.5K Buy
581
+568
+4,369% +$55.4K 0.02% 295
2025
Q2 		$1.44K Sell
13
-2
-13% -$225 ﹤0.01% 1313
2025
Q1 		$1.87K Buy
+15
New +$1.68K ﹤0.01% 1034

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

True Wealth Design's BRO Position: Q2 2026 in Review

True Wealth Design increased its Brown & Brown (BRO) stake by 161% in Q2 2026, buying an estimated $6.28K and bringing the position to 167 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

True Wealth Design first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $54.5K in Q3 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • True Wealth Design held 167 shares of Brown & Brown worth $10.7K as of Q2 2026.
  • True Wealth Design bought 103 Brown & Brown shares in Q2 2026, an estimated $6.28K.
  • Brown & Brown made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1037 holding.
  • True Wealth Design first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Brown & Brown position peaked at $54.5K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.