WIA
BRO icon

Westbourne Investment Advisors’s Brown & Brown BRO Stock Holding History

Westbourne Investment 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 		– Sell
-62,099
Closed -$4.05M – 121
2026
Q1 		$4.05M Sell
62,099
-1,750
-3% -$126K 1.18% 28
2025
Q4 		$5.09M Buy
63,849
+3,885
+6% +$324K 1.4% 27
2025
Q3 		$5.62M Buy
+59,964
New +$5.84M 1.57% 23

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 $59.9B AUM 27.01% 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

Westbourne Investment Advisors's BRO Position: Q2 2026 in Review

Westbourne Investment Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 62,099 shares — an estimated $4.05M sold.

Westbourne Investment Advisors first reported a position in BRO in Q3 2025 and held it in 3 quarters. The position peaked at $5.62M in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Westbourne Investment Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 62,099 Brown & Brown shares in Q2 2026, an estimated $4.05M.
  • Westbourne Investment Advisors first reported a position in Brown & Brown in Q3 2025 and held it in 3 quarters.
  • Westbourne Investment Advisors's Brown & Brown position peaked at $5.62M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.