Wealthcare Advisory Partners’s Brown & Brown BRO Stock Holding History

Wealthcare Advisory Partners’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	-11,150	Closed	-$727K	–	1098
2026 Q1	$727K	Sell	11,150 -2,455	-18%	-$177K	0.01%	593
2025 Q4	$1.08M	Sell	13,605 -11,859	-47%	-$989K	0.02%	493
2025 Q3	$2.39M	Sell	25,464 -903	-3%	-$88K	0.05%	299
2025 Q2	$2.92M	Sell	26,367 -655	-2%	-$73.6K	0.07%	248
2025 Q1	$3.36M	Sell	27,022 -1,321	-5%	-$148K	0.09%	192
2024 Q4	$2.89M	Sell	28,343 -112	-0.4%	-$12K	0.08%	209
2024 Q3	$2.95M	Sell	28,455 -786	-3%	-$78.2K	0.08%	208
2024 Q2	$2.61M	Sell	29,241 -846	-3%	-$73.4K	0.08%	204
2024 Q1	$2.63M	Buy	+30,087	New	+$2.42M	0.09%	198
2020 Q2	–	Sell	-96	Closed	-$3K	–	437
2020 Q1	$3K	Hold	96	–	–	﹤0.01%	1209
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	1129
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	1134
2019 Q2	$3K	Hold	96	–	–	﹤0.01%	1129
2019 Q1	$3K	Hold	96	–	–	﹤0.01%	1029
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	1012
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	1059
2018 Q2	$3K	Buy	+96	New	+$2.61K	﹤0.01%	1047

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 $60.8B AUM 26.63% 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

Wealthcare Advisory Partners's BRO Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 11,150 shares — an estimated $727K sold.

Wealthcare Advisory Partners first reported a position in BRO in Q2 2018 and held it in 17 quarters. The position peaked at $3.36M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Wealthcare Advisory Partners reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,150 Brown & Brown shares in Q2 2026, an estimated $727K.
Wealthcare Advisory Partners first reported a position in Brown & Brown in Q2 2018 and held it in 17 quarters.
Wealthcare Advisory Partners's Brown & Brown position peaked at $3.36M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.