Access Investment Management’s Brown & Brown BRO Stock Holding History

Access Investment 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	$1.03M	Buy	15,996 +5,996	+60%	+$366K	0.26%	53
2026 Q1	$652K	Hold	10,000	–	–	0.17%	61
2025 Q4	$938K	Hold	10,000	–	–	0.25%	52
2025 Q3	$938K	Hold	10,000	–	–	0.25%	52
2025 Q2	$1.11M	Buy	+10,000	New	+$1.12M	0.32%	49
2024 Q4	$2.55M	Hold	25,000	–	–	0.74%	39
2024 Q3	$2.59M	Sell	25,000 -11,213	-31%	-$1.12M	0.79%	37
2024 Q2	$3.24M	Buy	36,213 +95	+0.3%	+$8.25K	1.05%	31
2024 Q1	$3.16M	Buy	36,118 +15	+0%	+$1.21K	1.04%	29
2023 Q4	$2.57M	Buy	+36,103	New	+$2.58M	0.96%	33

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 $59.9B AUM 27.01% 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

Access Investment Management's BRO Position: Q2 2026 in Review

Access Investment Management increased its Brown & Brown (BRO) stake by 60% in Q2 2026, buying an estimated $366K and bringing the position to 15,996 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #53.

Access Investment Management first reported a position in BRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.24M in Q2 2024. 803 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Access Investment Management held 15,996 shares of Brown & Brown worth $1.03M as of Q2 2026.
Access Investment Management bought 5,996 Brown & Brown shares in Q2 2026, an estimated $366K.
Brown & Brown made up 0.26% of Access Investment Management's portfolio in Q2 2026, its #53 holding.
Access Investment Management first reported a position in Brown & Brown in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's Brown & Brown position peaked at $3.24M in Q2 2024.
803 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.