WIM
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Westside Investment Management’s Brown & Brown BRO Stock Holding History

Westside 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 		$13.9K Hold
216
– – ﹤0.01% 1032
2026
Q1 		$14.2K Hold
216
– – ﹤0.01% 1012
2025
Q4 		$16.8K Buy
216
+34
+19% +$2.84K ﹤0.01% 929
2025
Q3 		$16.9K Buy
182
+91
+100% +$8.87K ﹤0.01% 948
2025
Q2 		$9.91K Buy
+91
New +$10.2K ﹤0.01% 941

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

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

Westside Investment Management held its Brown & Brown (BRO) position steady in Q2 2026 at 216 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Westside Investment Management first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.9K in Q3 2025. 804 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Westside Investment Management held 216 shares of Brown & Brown worth $13.9K as of Q2 2026.
  • Westside Investment Management left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1032 holding.
  • Westside Investment Management first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's Brown & Brown position peaked at $16.9K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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