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Truvestments Capital’s Brown & Brown BRO Stock Holding History

Truvestments Capital’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 		$12.3K Sell
191
-39
-17% -$2.38K ﹤0.01% 762
2026
Q1 		$15K Buy
230
+42
+22% +$3.03K ﹤0.01% 690
2025
Q4 		$15K Hold
188
– – ﹤0.01% 635
2025
Q3 		$17.6K Buy
188
+39
+26% +$3.8K ﹤0.01% 623
2025
Q2 		$16.5K Hold
149
– – ﹤0.01% 570
2025
Q1 		$18.5K Hold
149
– – ﹤0.01% 567
2024
Q4 		$15.2K Hold
149
– – ﹤0.01% 536
2024
Q3 		$15.4K Buy
+149
New +$14.8K ﹤0.01% 527

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

Truvestments Capital's BRO Position: Q2 2026 in Review

Truvestments Capital reduced its Brown & Brown (BRO) stake by 17% in Q2 2026, selling an estimated $2.38K and leaving 191 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Truvestments Capital first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.5K in Q1 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Truvestments Capital held 191 shares of Brown & Brown worth $12.3K as of Q2 2026.
  • Truvestments Capital sold 39 Brown & Brown shares in Q2 2026, an estimated $2.38K.
  • Brown & Brown made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #762 holding.
  • Truvestments Capital first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
  • Truvestments Capital's Brown & Brown position peaked at $18.5K in Q1 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.