AlphaCore Capital
BRO icon

AlphaCore Capital’s Brown & Brown BRO Stock Holding History

AlphaCore Capital’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 		$341K Buy
5,603
+1,016
+22% +$69.8K 0.01% 1031
2026
Q2 		$294K Buy
+4,587
New +$280K 0.01% 930
2026
Q1 		– Sell
-4,085
Closed -$326K – 1250
2025
Q4 		$326K Buy
+4,085
New +$341K 0.01% 772
2024
Q4 		– Sell
-1,940
Closed -$201K – 262
2024
Q3 		$201K Buy
+1,940
New +$193K 0.05% 195

Other funds holding BRO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AlphaCore Capital's BRO Position: Q3 2026 in Review

AlphaCore Capital increased its Brown & Brown (BRO) stake by 22% in Q3 2026, buying an estimated $69.8K and bringing the position to 5,603 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1031.

AlphaCore Capital first reported a position in BRO in Q3 2024 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • AlphaCore Capital held 5,603 shares of Brown & Brown worth $341K as of Q3 2026.
  • AlphaCore Capital bought 1,016 Brown & Brown shares in Q3 2026, an estimated $69.8K.
  • Brown & Brown made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1031 holding.
  • AlphaCore Capital first reported a position in Brown & Brown in Q3 2024 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.