Xcel Wealth Management
BRO icon

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
Q3 		$565K Sell
9,278
-440
-5% -$30.2K 0.14% 100
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% -$5.36K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Xcel Wealth Management's BRO Position: Q3 2026 in Review

Xcel Wealth Management reduced its Brown & Brown (BRO) stake by 4.5% in Q3 2026, selling an estimated $30.2K and leaving 9,278 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #100.

Xcel Wealth Management first reported a position in BRO in Q3 2020 and has held it in 25 quarters since. The position peaked at $850K in Q1 2025. 586 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Xcel Wealth Management held 9,278 shares of Brown & Brown worth $565K as of Q3 2026.
  • Xcel Wealth Management sold 440 Brown & Brown shares in Q3 2026, an estimated $30.2K.
  • Brown & Brown made up 0.14% of Xcel Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Xcel Wealth Management first reported a position in Brown & Brown in Q3 2020 and has held it in 25 quarters since.
  • Xcel Wealth Management's Brown & Brown position peaked at $850K in Q1 2025.
  • 586 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.