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

World 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 		$225K Buy
3,451
+35
+1% +$2.13K ﹤0.01% 1407
2026
Q1 		$223K Sell
3,416
-578
-14% -$41.7K ﹤0.01% 1435
2025
Q4 		$318K Buy
3,994
+785
+24% +$65.5K 0.01% 1152
2025
Q3 		$301K Buy
3,209
+1,255
+64% +$122K 0.01% 978
2025
Q2 		$217K Buy
+1,954
New +$220K ﹤0.01% 1056

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

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

World Investment Advisors increased its Brown & Brown (BRO) stake by 1% in Q2 2026, buying an estimated $2.13K and bringing the position to 3,451 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

World Investment Advisors first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $318K in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • World Investment Advisors held 3,451 shares of Brown & Brown worth $225K as of Q2 2026.
  • World Investment Advisors bought 35 Brown & Brown shares in Q2 2026, an estimated $2.13K.
  • Brown & Brown made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1407 holding.
  • World Investment Advisors first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Brown & Brown position peaked at $318K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.