Trueblood Wealth Management’s Brown & Brown BRO Stock Holding History

Trueblood 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	$560K	Sell	8,731 -3,827	-30%	-$233K	0.2%	149
2026 Q1	$819K	Sell	12,558 -7,117	-36%	-$513K	0.32%	98
2025 Q4	$1.57M	Buy	19,675 +121	+0.6%	+$10.1K	0.61%	48
2025 Q3	$1.83M	Buy	19,554 +389	+2%	+$37.9K	0.72%	31
2025 Q2	$2.12M	Buy	19,165 +476	+3%	+$53.5K	0.89%	18
2025 Q1	$2.32M	Buy	18,689 +1,156	+7%	+$129K	1.08%	13
2024 Q4	$1.79M	Buy	17,533 +45	+0.3%	+$4.8K	0.88%	21
2024 Q3	$1.81M	Sell	17,488 -253	-1%	-$25.2K	0.91%	20
2024 Q2	$1.59M	Buy	17,741 +21	+0.1%	+$1.82K	0.9%	26
2024 Q1	$1.55M	Sell	17,720 -541	-3%	-$43.5K	0.89%	24
2023 Q4	$1.3M	Buy	+18,261	New	+$1.31M	0.81%	29

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

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

Trueblood Wealth Management reduced its Brown & Brown (BRO) stake by 30% in Q2 2026, selling an estimated $233K and leaving 8,731 shares worth $560K. The position accounts for 0.2% of the portfolio, ranked #149.

Trueblood Wealth Management first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2025. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Trueblood Wealth Management held 8,731 shares of Brown & Brown worth $560K as of Q2 2026.
Trueblood Wealth Management sold 3,827 Brown & Brown shares in Q2 2026, an estimated $233K.
Brown & Brown made up 0.2% of Trueblood Wealth Management's portfolio in Q2 2026, its #149 holding.
Trueblood Wealth Management first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Brown & Brown position peaked at $2.32M in Q1 2025.
802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.