WealthPLAN Partners’s Brown & Brown BRO Stock Holding History

WealthPLAN 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	$387K	Sell	6,035 -13,957	-70%	-$851K	0.07%	176
2026 Q1	$1.3M	Sell	19,992 -10,499	-34%	-$757K	0.25%	100
2025 Q4	$2.43M	Sell	30,491 -6,079	-17%	-$507K	0.36%	81
2025 Q3	$3.43M	Buy	36,570 +879	+2%	+$85.7K	0.51%	49
2025 Q2	$3.96M	Sell	35,691 -15,084	-30%	-$1.7M	0.64%	40
2025 Q1	$6.32M	Sell	50,775 -562	-1%	-$62.8K	0.89%	27
2024 Q4	$5.24M	Sell	51,337 -317	-0.6%	-$33.9K	0.74%	34
2024 Q3	$5.35M	Sell	51,654 -6,883	-12%	-$685K	0.72%	38
2024 Q2	$5.23M	Sell	58,537 -1,687	-3%	-$146K	0.56%	46
2024 Q1	$5.27M	Buy	+60,224	New	+$4.84M	0.55%	58

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

WealthPLAN Partners's BRO Position: Q2 2026 in Review

WealthPLAN Partners reduced its Brown & Brown (BRO) stake by 70% in Q2 2026, selling an estimated $851K and leaving 6,035 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #176.

WealthPLAN Partners first reported a position in BRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.32M in Q1 2025. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

WealthPLAN Partners held 6,035 shares of Brown & Brown worth $387K as of Q2 2026.
WealthPLAN Partners sold 13,957 Brown & Brown shares in Q2 2026, an estimated $851K.
Brown & Brown made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #176 holding.
WealthPLAN Partners first reported a position in Brown & Brown in Q1 2024 and has held it in 10 quarters since.
WealthPLAN Partners's Brown & Brown position peaked at $6.32M in Q1 2025.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.