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WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by WestEnd Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q2 2026)
10
Value
$642
% of portfolio
<0.1%
Quarters held
13
Since Q3 2021
Holdings of BRO by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610$642<0.1%+1+11.1%AddedHolders
Q1 20269$587<0.1%00.0%UnchangedHolders
Q4 20259$717<0.1%+2+28.6%AddedHolders
Q3 20257$657<0.1%+1+16.7%AddedHolders
Q2 20256$665<0.1%−1−14.3%ReducedHolders
Q1 20257$871<0.1%+5+250.0%AddedHolders
Q4 20242$204<0.1%00.0%UnchangedHolders
Q3 20242$207<0.1%+1+100.0%AddedHolders
Q2 20241$89<0.1%00.0%UnchangedHolders
Q1 20241$88<0.1%+1NewHolders
Q2 20220$00.0%–Sold outHolders
Q1 2022–$216<0.1%––Holders
Q4 20213$210<0.1%––Holders
Q3 2021–$166<0.1%–NewHolders