Wealth Enhancement Advisory Services’s Brown & Brown BRO Stock Holding History

Wealth Enhancement Advisory Services’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	$2.8M	Buy	41,422 +28,626	+224%	+$1.75M	﹤0.01%	1366
2026 Q1	$844K	Sell	12,796 -4,985	-28%	-$359K	﹤0.01%	1921
2025 Q4	$1.43M	Sell	17,781 -19,067	-52%	-$1.59M	﹤0.01%	1731
2025 Q3	$3.52M	Sell	36,848 -22,502	-38%	-$2.19M	0.01%	1135
2025 Q2	$6.45M	Buy	59,350 +30,714	+107%	+$3.45M	0.01%	796
2025 Q1	$3.56M	Sell	28,636 -13,820	-33%	-$1.54M	0.01%	965
2024 Q4	$4.33M	Buy	42,456 +28,603	+206%	+$3.05M	0.01%	852
2024 Q3	$1.44M	Buy	13,853 +1,380	+11%	+$137K	﹤0.01%	1216
2024 Q2	$1.12M	Buy	12,473 +2,288	+22%	+$199K	﹤0.01%	1227
2024 Q1	$892K	Buy	10,185 +506	+5%	+$40.7K	﹤0.01%	1289
2023 Q4	$688K	Sell	9,679 -1,404	-13%	-$100K	﹤0.01%	1330
2023 Q3	$774K	Buy	+11,083	New	+$790K	﹤0.01%	1206
2021 Q4	–	Sell	-21,855	Closed	-$1.4M	–	302
2021 Q3	$1.4M	Buy	+21,855	New	+$1.22M	0.02%	173

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

Wealth Enhancement Advisory Services's BRO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Brown & Brown (BRO) stake by 224% in Q2 2026, buying an estimated $1.75M and bringing the position to 41,422 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Wealth Enhancement Advisory Services first reported a position in BRO in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.45M in Q2 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Wealth Enhancement Advisory Services held 41,422 shares of Brown & Brown worth $2.8M as of Q2 2026.
Wealth Enhancement Advisory Services bought 28,626 Brown & Brown shares in Q2 2026, an estimated $1.75M.
Brown & Brown made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1366 holding.
Wealth Enhancement Advisory Services first reported a position in Brown & Brown in Q3 2021 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Brown & Brown position peaked at $6.45M in Q2 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.