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Waverly Advisors’s Brown & Brown BRO Stock Holding History

Waverly Advisors’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 		$373K Sell
5,816
-279
-5% -$17K ﹤0.01% 1306
2026
Q1 		$397K Buy
6,095
+631
+12% +$45.5K ﹤0.01% 1192
2025
Q4 		$436K Sell
5,464
-1,368
-20% -$114K ﹤0.01% 1060
2025
Q3 		$641K Buy
6,832
+2,440
+56% +$238K 0.01% 773
2025
Q2 		$487K Buy
4,392
+41
+0.9% +$4.61K 0.01% 810
2025
Q1 		$541K Buy
4,351
+1,989
+84% +$222K 0.01% 753
2024
Q4 		$241K Buy
+2,362
New +$252K ﹤0.01% 884

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

Waverly Advisors's BRO Position: Q2 2026 in Review

Waverly Advisors reduced its Brown & Brown (BRO) stake by 4.6% in Q2 2026, selling an estimated $17K and leaving 5,816 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Waverly Advisors first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $641K in Q3 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Waverly Advisors held 5,816 shares of Brown & Brown worth $373K as of Q2 2026.
  • Waverly Advisors sold 279 Brown & Brown shares in Q2 2026, an estimated $17K.
  • Brown & Brown made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1306 holding.
  • Waverly Advisors first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Brown & Brown position peaked at $641K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.