AP
BRO icon

Aspect Partners’s Brown & Brown BRO Stock Holding History

Aspect Partners’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 		$8.6K Buy
134
+98
+272% +$5.98K ﹤0.01% 313
2026
Q1 		$2.35K Buy
36
+18
+100% +$1.3K ﹤0.01% 465
2025
Q4 		$1.44K Hold
18
– – ﹤0.01% 595
2025
Q3 		$1.69K Buy
+18
New +$1.75K ﹤0.01% 586

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aspect Partners's BRO Position: Q2 2026 in Review

Aspect Partners increased its Brown & Brown (BRO) stake by 272% in Q2 2026, buying an estimated $5.98K and bringing the position to 134 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Aspect Partners first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Aspect Partners held 134 shares of Brown & Brown worth $8.6K as of Q2 2026.
  • Aspect Partners bought 98 Brown & Brown shares in Q2 2026, an estimated $5.98K.
  • Brown & Brown made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #313 holding.
  • Aspect Partners first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.