Evelyn Partners Group Ltd’s Brown & Brown BRO Stock Holding History

Evelyn Partners Group Ltd’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	$17.6K	Buy	+275	New	+$16.8K	﹤0.01%	445

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evelyn Partners Group Ltd's BRO Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Brown & Brown (BRO) in Q2 2026: 275 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Evelyn Partners Group Ltd held 275 shares of Brown & Brown worth $17.6K as of Q2 2026.
Brown & Brown was a new Evelyn Partners Group Ltd position in Q2 2026.
Brown & Brown made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #445 holding.
414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.