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AM Investment Strategies’s Brown & Brown BRO Stock Holding History

AM Investment Strategies’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 		$227K Buy
+3,542
New +$216K 0.04% 102

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

AM Investment Strategies's BRO Position: Q2 2026 in Review

AM Investment Strategies opened a new position in Brown & Brown (BRO) in Q2 2026: 3,542 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #102 among its holdings.

295 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • AM Investment Strategies held 3,542 shares of Brown & Brown worth $227K as of Q2 2026.
  • Brown & Brown was a new AM Investment Strategies position in Q2 2026.
  • Brown & Brown made up 0.04% of AM Investment Strategies's portfolio in Q2 2026, its #102 holding.
  • 295 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.