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Waddell & Associates’s Brown & Brown BRO Stock Holding History

Waddell & Associates’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 		$315K Buy
+4,906
New +$299K 0.02% 388
2025
Q4 		– Sell
-2,737
Closed -$257K – 383
2025
Q3 		$257K Buy
+2,737
New +$267K 0.02% 250

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

Waddell & Associates's BRO Position: Q2 2026 in Review

Waddell & Associates opened a new position in Brown & Brown (BRO) in Q2 2026: 4,906 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in BRO as recently as Q3 2025.

Waddell & Associates first reported a position in BRO in Q3 2025 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Waddell & Associates held 4,906 shares of Brown & Brown worth $315K as of Q2 2026.
  • Brown & Brown was a new Waddell & Associates position in Q2 2026.
  • Brown & Brown made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #388 holding.
  • Waddell & Associates first reported a position in Brown & Brown in Q3 2025 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.