UCFA
BRO icon

United Capital Financial Advisors’s Brown & Brown BRO Stock Holding History

United Capital Financial 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 		$1.28M Buy
19,945
+8,733
+78% +$533K 0.01% 718
2026
Q1 		$731K Sell
11,212
-3,423
-23% -$247K ﹤0.01% 894
2025
Q4 		$1.17M Buy
14,635
+4,848
+50% +$405K 0.01% 685
2025
Q3 		$918K Buy
9,787
+6,422
+191% +$626K 0.01% 668
2025
Q2 		$373K Sell
3,365
-133
-4% -$14.9K ﹤0.01% 865
2025
Q1 		$435K Buy
3,498
+223
+7% +$24.9K ﹤0.01% 788
2024
Q4 		$334K Buy
3,275
+175
+6% +$18.7K ﹤0.01% 850
2024
Q3 		$321K Buy
3,100
+135
+5% +$13.4K ﹤0.01% 853
2024
Q2 		$265K Sell
2,965
-395
-12% -$34.3K ﹤0.01% 894
2024
Q1 		$294K Buy
3,360
+30
+0.9% +$2.41K ﹤0.01% 883
2023
Q4 		$237K Buy
+3,330
New +$238K ﹤0.01% 950

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

United Capital Financial Advisors's BRO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Brown & Brown (BRO) stake by 78% in Q2 2026, buying an estimated $533K and bringing the position to 19,945 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #718.

United Capital Financial Advisors first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • United Capital Financial Advisors held 19,945 shares of Brown & Brown worth $1.28M as of Q2 2026.
  • United Capital Financial Advisors bought 8,733 Brown & Brown shares in Q2 2026, an estimated $533K.
  • Brown & Brown made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #718 holding.
  • United Capital Financial Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.