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Whipplewood Advisors’s Brown & Brown BRO Stock Holding History

Whipplewood 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
-107
Closed -$6.98K – 693
2026
Q1 		$6.98K Buy
107
+7
+7% +$505 ﹤0.01% 554
2025
Q4 		$7.97K Hold
100
– – 0.01% 284
2025
Q3 		$9.38K Sell
100
-7
-7% -$682 0.01% 264
2025
Q2 		$11.9K Sell
107
-88
-45% -$9.89K 0.01% 539
2025
Q1 		$13.3K Buy
195
+88
+82% +$9.83K 0.01% 517
2024
Q4 		$10.9K Buy
+107
New +$11.4K 0.01% 545

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

Whipplewood Advisors's BRO Position: Q2 2026 in Review

Whipplewood Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 107 shares — an estimated $6.98K sold.

Whipplewood Advisors first reported a position in BRO in Q4 2024 and held it in 6 quarters. The position peaked at $13.3K in Q1 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Whipplewood Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 107 Brown & Brown shares in Q2 2026, an estimated $6.98K.
  • Whipplewood Advisors first reported a position in Brown & Brown in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Brown & Brown position peaked at $13.3K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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