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XXI Wealth LLC’s Brown & Brown BRO Stock Holding History

XXI Wealth LLC’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 		$210K Sell
3,269
-174
-5% -$10.6K 0.1% 217
2026
Q1 		$225K Sell
3,443
-434
-11% -$31.3K 0.13% 188
2025
Q4 		$309K Buy
+3,877
New +$323K 0.19% 130

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

XXI Wealth LLC's BRO Position: Q2 2026 in Review

XXI Wealth LLC reduced its Brown & Brown (BRO) stake by 5.1% in Q2 2026, selling an estimated $10.6K and leaving 3,269 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #217.

XXI Wealth LLC first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 809 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • XXI Wealth LLC held 3,269 shares of Brown & Brown worth $210K as of Q2 2026.
  • XXI Wealth LLC sold 174 Brown & Brown shares in Q2 2026, an estimated $10.6K.
  • Brown & Brown made up 0.1% of XXI Wealth LLC's portfolio in Q2 2026, its #217 holding.
  • XXI Wealth LLC first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Brown & Brown position peaked at $309K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.