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

Vermillion 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 		– Sell
-4
Closed -$261 – 1664
2026
Q1 		$261 Buy
+4
New +$288 ﹤0.01% 1233
2025
Q4 		– Sell
-12
Closed -$1.13K – 632
2025
Q3 		$1.13K Buy
+12
New +$1.17K ﹤0.01% 1444

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 $59.9B AUM 27.01% 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

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

Vermillion Wealth Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 4 shares — an estimated $261 sold.

Vermillion Wealth Management first reported a position in BRO in Q3 2025 and held it in 2 quarters. The position peaked at $1.13K in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 4 Brown & Brown shares in Q2 2026, an estimated $261.
  • Vermillion Wealth Management first reported a position in Brown & Brown in Q3 2025 and held it in 2 quarters.
  • Vermillion Wealth Management's Brown & Brown position peaked at $1.13K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.