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Wall Street Financial Group’s Brown & Brown BRO Stock Holding History

Wall Street Financial Group’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
-28
Closed -$1.83K – 183
2026
Q1 		$1.83K Buy
+28
New +$2.02K ﹤0.01% 564

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 $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

Wall Street Financial Group's BRO Position: Q2 2026 in Review

Wall Street Financial Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 28 shares — an estimated $1.83K sold.

Wall Street Financial Group first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $1.83K in Q1 2026. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Wall Street Financial Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 28 Brown & Brown shares in Q2 2026, an estimated $1.83K.
  • Wall Street Financial Group first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Brown & Brown position peaked at $1.83K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.