WPA
BRO icon

West Paces Advisors’s Brown & Brown BRO Stock Holding History

West Paces Advisors’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 		$7.51K Buy
+117
New +$7.14K ﹤0.01% 408
2025
Q2 		– Sell
-44
Closed -$5.47K – 254
2025
Q1 		$5.47K Hold
44
– – ﹤0.01% 380
2024
Q4 		$4.49K Hold
44
– – ﹤0.01% 392
2024
Q3 		$4.56K Hold
44
– – ﹤0.01% 388
2024
Q2 		$3.93K Hold
44
– – ﹤0.01% 400
2024
Q1 		$3.85K Buy
+44
New +$3.54K ﹤0.01% 409

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 $3.38T AUM 44.17% 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

West Paces Advisors's BRO Position: Q2 2026 in Review

West Paces Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 117 shares worth $7.51K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in BRO as recently as Q1 2025.

West Paces Advisors first reported a position in BRO in Q1 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • West Paces Advisors held 117 shares of Brown & Brown worth $7.51K as of Q2 2026.
  • Brown & Brown was a new West Paces Advisors position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #408 holding.
  • West Paces Advisors first reported a position in Brown & Brown in Q1 2024 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.