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Vise Technologies’s Brown & Brown BRO Stock Holding History

Vise Technologies’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 		$869K Buy
13,539
+7,442
+122% +$454K 0.01% 864
2026
Q1 		$486K Hold
6,097
– – 0.01% 879
2025
Q4 		$486K Buy
6,097
+3,162
+108% +$264K 0.01% 884
2025
Q3 		$275K Sell
2,935
-2,266
-44% -$221K 0.01% 945
2025
Q2 		$577K Buy
+5,201
New +$584K 0.02% 586

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 $3.38T AUM 44.17% 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

Vise Technologies's BRO Position: Q2 2026 in Review

Vise Technologies increased its Brown & Brown (BRO) stake by 122% in Q2 2026, buying an estimated $454K and bringing the position to 13,539 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #864.

Vise Technologies first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Vise Technologies held 13,539 shares of Brown & Brown worth $869K as of Q2 2026.
  • Vise Technologies bought 7,442 Brown & Brown shares in Q2 2026, an estimated $454K.
  • Brown & Brown made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #864 holding.
  • Vise Technologies first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.