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Baker Tilly Wealth Management’s Brown & Brown BRO Stock Holding History

Baker Tilly Wealth 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
Q3 		– Sell
-3,219
Closed -$207K – 291
2026
Q2 		$207K Buy
+3,219
New +$196K 0.04% 277
2026
Q1 		– Sell
-3,134
Closed -$250K – 286
2025
Q4 		$250K Sell
3,134
-196
-6% -$16.4K 0.06% 242
2025
Q3 		$312K Buy
3,330
+132
+4% +$12.9K 0.07% 210
2025
Q2 		$355K Sell
3,198
-3,195
-50% -$359K 0.13% 167
2025
Q1 		$795K Buy
6,393
+185
+3% +$20.7K 0.31% 80
2024
Q4 		$633K Buy
6,208
+41
+0.7% +$4.38K 0.25% 96
2024
Q3 		$639K Buy
6,167
+789
+15% +$78.5K 0.28% 91
2024
Q2 		$481K Sell
5,378
-4,567
-46% -$396K 0.2% 125
2024
Q1 		$871K Buy
9,945
+1,523
+18% +$122K 0.16% 144
2023
Q4 		$599K Buy
8,422
+2,451
+41% +$175K 0.1% 231
2023
Q3 		$417K Sell
5,971
-10,723
-64% -$765K 0.07% 300
2023
Q2 		$1.15M Buy
16,694
+1,831
+12% +$116K 0.12% 184
2023
Q1 		$853K Sell
14,863
-446
-3% -$25.6K 0.1% 226
2022
Q4 		$872K Buy
15,309
+6,008
+65% +$351K 0.11% 211
2022
Q3 		$563K Sell
9,301
-231
-2% -$14.5K 0.08% 267
2022
Q2 		$556K Buy
9,532
+1,311
+16% +$80.5K 0.07% 271
2022
Q1 		$594K Buy
8,221
+2,272
+38% +$152K 0.07% 298
2021
Q4 		$418K Buy
5,949
+1,168
+24% +$75.3K 0.04% 385
2021
Q3 		$265K Buy
4,781
+599
+14% +$33.4K 0.04% 433
2021
Q2 		$222K Buy
+4,182
New +$215K 0.04% 463

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Baker Tilly Wealth Management's BRO Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Brown & Brown (BRO) in Q3 2026, closing a stake of 3,219 shares — an estimated $207K sold.

Baker Tilly Wealth Management first reported a position in BRO in Q2 2021 and held it in 20 quarters. The position peaked at $1.15M in Q2 2023. 33 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Brown & Brown position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,219 Brown & Brown shares in Q3 2026, an estimated $207K.
  • Baker Tilly Wealth Management first reported a position in Brown & Brown in Q2 2021 and held it in 20 quarters.
  • Baker Tilly Wealth Management's Brown & Brown position peaked at $1.15M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.