Valeo Financial Advisors’s Brown & Brown BRO Stock Holding History

Valeo 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	$201K	Buy	+3,134	New	+$191K	﹤0.01%	766
2021 Q2	–	Sell	-10	Closed	–	–	695
2021 Q1	$0	Hold	10	–	–	﹤0.01%	2029
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1683
2020 Q3	$0	Sell	10 -208	-95%	-$9.28K	﹤0.01%	1652
2020 Q2	$9K	Buy	218 +41	+23%	+$1.58K	﹤0.01%	1305
2020 Q1	$7K	Sell	177 -266	-60%	-$11.2K	﹤0.01%	1191
2019 Q4	$17K	Buy	443 +254	+134%	+$9.54K	﹤0.01%	950
2019 Q3	$7K	Hold	189	–	–	﹤0.01%	1107
2019 Q2	$6K	Hold	189	–	–	﹤0.01%	1142
2019 Q1	$6K	Hold	189	–	–	﹤0.01%	1085
2018 Q4	$5K	Buy	189 +13	+7%	+$368	﹤0.01%	1061
2018 Q3	$5K	Buy	176 +12	+7%	+$357	﹤0.01%	1178
2018 Q2	$5K	Buy	164 +28	+21%	+$762	﹤0.01%	1123
2018 Q1	$3K	Hold	136	–	–	﹤0.01%	1241
2017 Q4	$3K	Buy	136 +88	+183%	+$2.21K	﹤0.01%	1103
2017 Q3	$1K	Buy	+48	New	+$1.08K	﹤0.01%	1077

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 $60.8B AUM 26.63% 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

Valeo Financial Advisors's BRO Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 3,134 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in BRO as recently as Q1 2021.

Valeo Financial Advisors first reported a position in BRO in Q3 2017 and has held it in 16 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Valeo Financial Advisors held 3,134 shares of Brown & Brown worth $201K as of Q2 2026.
Brown & Brown was a new Valeo Financial Advisors position in Q2 2026.
Brown & Brown made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #766 holding.
Valeo Financial Advisors first reported a position in Brown & Brown in Q3 2017 and has held it in 16 quarters since.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.