Wilson Asset Management’s Brown & Brown BRO Stock Holding History

Wilson Asset 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	–	Sell	-54,440	Closed	-$3.55M	–	39
2026 Q1	$3.55M	Hold	54,440	–	–	1%	29
2025 Q4	$4.34M	Hold	54,440	–	–	1.11%	25
2025 Q3	$5.11M	Hold	54,440	–	–	1.26%	28
2025 Q2	$6.04M	Sell	54,440 -89,003	-62%	-$10M	1.48%	25
2025 Q1	$17.8M	Hold	143,443	–	–	4.77%	6
2024 Q4	$14.6M	Hold	143,443	–	–	3.79%	14
2024 Q3	$14.9M	Hold	143,443	–	–	3.6%	16
2024 Q2	$12.8M	Buy	+143,443	New	+$12.5M	3.36%	16

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 $60.8B AUM 26.63% 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

Wilson Asset Management's BRO Position: Q2 2026 in Review

Wilson Asset Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 54,440 shares — an estimated $3.55M sold.

Wilson Asset Management first reported a position in BRO in Q2 2024 and held it in 8 quarters. The position peaked at $17.8M in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Wilson Asset Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Wilson Asset Management sold 54,440 Brown & Brown shares in Q2 2026, an estimated $3.55M.
Wilson Asset Management first reported a position in Brown & Brown in Q2 2024 and held it in 8 quarters.
Wilson Asset Management's Brown & Brown position peaked at $17.8M in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.