Aspect Partners
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
Q3 		$4.08K Sell
67
-67
-50% -$4.61K ﹤0.01% 434
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Courant Investment Management
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Aspect Partners's BRO Position: Q3 2026 in Review

Aspect Partners reduced its Brown & Brown (BRO) stake by 50% in Q3 2026, selling an estimated $4.61K and leaving 67 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Aspect Partners first reported a position in BRO in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.6K in Q2 2026. 173 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Aspect Partners held 67 shares of Brown & Brown worth $4.08K as of Q3 2026.
  • Aspect Partners sold 67 Brown & Brown shares in Q3 2026, an estimated $4.61K.
  • Brown & Brown made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #434 holding.
  • Aspect Partners first reported a position in Brown & Brown in Q3 2025 and has held it in 5 quarters since.
  • Aspect Partners's Brown & Brown position peaked at $8.6K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.