WealthPlan Investment Management’s Brown & Brown BRO Stock Holding History

WealthPlan Investment Management’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	$1.46M	Sell	22,810 -4,341	-16%	-$265K	0.07%	192
2026 Q1	$1.77M	Sell	27,151 -19,449	-42%	-$1.4M	0.1%	165
2025 Q4	$3.71M	Sell	46,600 -52,539	-53%	-$4.38M	0.24%	101
2025 Q3	$9.3M	Sell	99,139 -1,769	-2%	-$172K	0.62%	60
2025 Q2	$11.2M	Buy	100,908 +7,917	+9%	+$890K	0.81%	36
2025 Q1	$11.6M	Sell	92,991 -5,536	-6%	-$619K	1.14%	22
2024 Q4	$10.1M	Sell	98,527 -10,797	-10%	-$1.15M	0.99%	30
2024 Q3	$11.3M	Buy	109,324 +5,709	+6%	+$568K	1.15%	22
2024 Q2	$9.26M	Sell	103,615 -2,280	-2%	-$198K	1.4%	23
2024 Q1	$9.27M	Buy	+105,895	New	+$8.51M	1.41%	26

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

WealthPlan Investment Management's BRO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Brown & Brown (BRO) stake by 16% in Q2 2026, selling an estimated $265K and leaving 22,810 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #192.

WealthPlan Investment Management first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

WealthPlan Investment Management held 22,810 shares of Brown & Brown worth $1.46M as of Q2 2026.
WealthPlan Investment Management sold 4,341 Brown & Brown shares in Q2 2026, an estimated $265K.
Brown & Brown made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #192 holding.
WealthPlan Investment Management first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
WealthPlan Investment Management's Brown & Brown position peaked at $11.6M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.