Wealthfront Advisers
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Wealthfront Advisers’s Brown & Brown BRO Stock Holding History

Wealthfront Advisers’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 		$1.37M Buy
21,347
+8,015
+60% +$489K ﹤0.01% 677
2026
Q1 		$869K Sell
13,332
-1,149
-8% -$82.8K ﹤0.01% 732
2025
Q4 		$1.15M Buy
14,481
+2,876
+25% +$240K ﹤0.01% 686
2025
Q3 		$1.09M Sell
11,605
-3,784
-25% -$369K ﹤0.01% 684
2025
Q2 		$1.71M Buy
15,389
+2,200
+17% +$247K ﹤0.01% 597
2025
Q1 		$1.64M Buy
13,189
+2,752
+26% +$308K ﹤0.01% 579
2024
Q4 		$1.06M Buy
10,437
+1,700
+19% +$182K ﹤0.01% 648
2024
Q3 		$905K Buy
8,737
+258
+3% +$25.7K ﹤0.01% 657
2024
Q2 		$758K Buy
8,479
+525
+7% +$45.6K ﹤0.01% 672
2024
Q1 		$696K Buy
7,954
+141
+2% +$11.3K ﹤0.01% 679
2023
Q4 		$556K Buy
7,813
+262
+3% +$18.7K ﹤0.01% 697
2023
Q3 		$527K Buy
7,551
+255
+3% +$18.2K ﹤0.01% 678
2023
Q2 		$502K Buy
7,296
+1,029
+16% +$65.5K ﹤0.01% 675
2023
Q1 		$360K Buy
6,267
+665
+12% +$38.2K ﹤0.01% 724
2022
Q4 		$319K Sell
5,602
-3,390
-38% -$198K ﹤0.01% 710
2022
Q3 		$544K Buy
8,992
+4,694
+109% +$295K ﹤0.01% 581
2022
Q2 		$251K Sell
4,298
-15,641
-78% -$960K ﹤0.01% 720
2022
Q1 		$1.44M Sell
19,939
-1,484
-7% -$99.5K 0.01% 463
2021
Q4 		$1.51M Buy
21,423
+1,759
+9% +$113K 0.01% 440
2021
Q3 		$1.09M Buy
19,664
+15,127
+333% +$843K 0.01% 460
2021
Q2 		$241K Buy
+4,537
New +$233K ﹤0.01% 595

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

Wealthfront Advisers's BRO Position: Q2 2026 in Review

Wealthfront Advisers increased its Brown & Brown (BRO) stake by 60% in Q2 2026, buying an estimated $489K and bringing the position to 21,347 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Wealthfront Advisers first reported a position in BRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.71M in Q2 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Wealthfront Advisers held 21,347 shares of Brown & Brown worth $1.37M as of Q2 2026.
  • Wealthfront Advisers bought 8,015 Brown & Brown shares in Q2 2026, an estimated $489K.
  • Brown & Brown made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #677 holding.
  • Wealthfront Advisers first reported a position in Brown & Brown in Q2 2021 and has held it in 21 quarters since.
  • Wealthfront Advisers's Brown & Brown position peaked at $1.71M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.