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Basepoint Wealth’s Brown & Brown BRO Stock Holding History

Basepoint Wealth’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 		$27.8K Buy
433
+100
+30% +$6.1K 0.02% 278
2026
Q1 		$21.7K Hold
333
– – 0.01% 323
2025
Q4 		$26.5K Buy
+333
New +$27.8K 0.02% 277

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Basepoint Wealth's BRO Position: Q2 2026 in Review

Basepoint Wealth increased its Brown & Brown (BRO) stake by 30% in Q2 2026, buying an estimated $6.1K and bringing the position to 433 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #278.

Basepoint Wealth first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Basepoint Wealth held 433 shares of Brown & Brown worth $27.8K as of Q2 2026.
  • Basepoint Wealth bought 100 Brown & Brown shares in Q2 2026, an estimated $6.1K.
  • Brown & Brown made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #278 holding.
  • Basepoint Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.