Vestmark Advisory Solutions’s Brown & Brown BRO Stock Holding History

Vestmark Advisory Solutions’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	-9,594	Closed	-$626K	–	1471
2026 Q1	$626K	Buy	+9,594	New	+$692K	0.01%	1000
2023 Q3	–	Sell	-22,976	Closed	-$1.58M	–	474
2023 Q2	$1.58M	Buy	22,976 +1,009	+5%	+$64.2K	0.06%	353
2023 Q1	$1.26M	Buy	21,967 +4,976	+29%	+$286K	0.05%	380
2022 Q4	$968K	Buy	16,991 +416	+3%	+$24.3K	0.05%	424
2022 Q3	$1M	Buy	16,575 +2,274	+16%	+$143K	0.06%	381
2022 Q2	$834K	Buy	14,301 +5,329	+59%	+$327K	0.05%	413
2022 Q1	$648K	Buy	+8,972	New	+$602K	0.04%	468
2020 Q3	–	Sell	-5,522	Closed	-$225K	–	550
2020 Q2	$225K	Buy	+5,522	New	+$213K	0.03%	488

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 $59.9B AUM 27.01% 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

Vestmark Advisory Solutions's BRO Position: Q2 2026 in Review

Vestmark Advisory Solutions sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 9,594 shares — an estimated $626K sold.

Vestmark Advisory Solutions first reported a position in BRO in Q2 2020 and held it in 8 quarters. The position peaked at $1.58M in Q2 2023. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Vestmark Advisory Solutions reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 9,594 Brown & Brown shares in Q2 2026, an estimated $626K.
Vestmark Advisory Solutions first reported a position in Brown & Brown in Q2 2020 and held it in 8 quarters.
Vestmark Advisory Solutions's Brown & Brown position peaked at $1.58M in Q2 2023.
800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.