Xcel Wealth Management’s Brown & Brown BRO Stock Holding History

Xcel Wealth 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	$623K	Buy	9,718 +2,884	+42%	+$176K	0.15%	98
2026 Q1	$446K	Hold	6,834	–	–	0.12%	108
2025 Q4	$545K	Hold	6,834	–	–	0.14%	96
2025 Q3	$641K	Hold	6,834	–	–	0.17%	88
2025 Q2	$758K	Hold	6,834	–	–	0.22%	75
2025 Q1	$850K	Buy	6,834 +550	+9%	+$61.5K	0.26%	70
2024 Q4	$641K	Hold	6,284	–	–	0.18%	78
2024 Q3	$651K	Hold	6,284	–	–	0.19%	74
2024 Q2	$562K	Sell	6,284 -105	-2%	-$9.12K	0.18%	75
2024 Q1	$559K	Hold	6,389	–	–	0.17%	78
2023 Q4	$454K	Buy	6,389 +200	+3%	+$14.3K	0.16%	80
2023 Q3	$432K	Sell	6,189 -409	-6%	-$29.2K	0.17%	81
2023 Q2	$454K	Hold	6,598	–	–	0.14%	93
2023 Q1	$379K	Hold	6,598	–	–	0.13%	99
2022 Q4	$376K	Buy	6,598 +151	+2%	+$8.83K	0.15%	91
2022 Q3	$390K	Hold	6,447	–	–	0.15%	90
2022 Q2	$376K	Buy	6,447 +300	+5%	+$18.4K	0.14%	90
2022 Q1	$444K	Sell	6,147 -80	-1%	-$5.37K	0.12%	99
2021 Q4	$438K	Buy	6,227 +200	+3%	+$12.9K	0.11%	110
2021 Q3	$334K	Buy	6,027 +88	+1%	+$4.9K	0.1%	115
2021 Q2	$316K	Buy	5,939 +1,203	+25%	+$61.9K	0.1%	118
2021 Q1	$216K	Hold	4,736	–	–	0.08%	121
2020 Q4	$224K	Hold	4,736	–	–	0.1%	113
2020 Q3	$214K	Buy	+4,736	New	+$211K	0.11%	102

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

Xcel Wealth Management's BRO Position: Q2 2026 in Review

Xcel Wealth Management increased its Brown & Brown (BRO) stake by 42% in Q2 2026, buying an estimated $176K and bringing the position to 9,718 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #98.

Xcel Wealth Management first reported a position in BRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $850K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Xcel Wealth Management held 9,718 shares of Brown & Brown worth $623K as of Q2 2026.
Xcel Wealth Management bought 2,884 Brown & Brown shares in Q2 2026, an estimated $176K.
Brown & Brown made up 0.15% of Xcel Wealth Management's portfolio in Q2 2026, its #98 holding.
Xcel Wealth Management first reported a position in Brown & Brown in Q3 2020 and has held it in 24 quarters since.
Xcel Wealth Management's Brown & Brown position peaked at $850K in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.