Brown Advisory’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,417
Closed -$288K 1462
2026
Q1
$288K Sell
4,417
-9,905
-69% -$714K ﹤0.01% 1225
2025
Q4
$1.14M Buy
14,322
+10,205
+248% +$851K ﹤0.01% 812
2025
Q3
$386K Buy
4,117
+54
+1% +$5.26K ﹤0.01% 1122
2025
Q2
$451K Sell
4,063
-180
-4% -$20.2K ﹤0.01% 1044
2025
Q1
$528K Buy
4,243
+79
+2% +$8.83K ﹤0.01% 962
2024
Q4
$425K Buy
4,164
+35
+0.8% +$3.74K ﹤0.01% 1061
2024
Q3
$428K Buy
4,129
+1
+0% +$99 ﹤0.01% 1020
2024
Q2
$369K Sell
4,128
-136
-3% -$11.8K ﹤0.01% 1019
2024
Q1
$373K Sell
4,264
-935
-18% -$75.2K ﹤0.01% 1013
2023
Q4
$370K Buy
5,199
+942
+22% +$67.3K ﹤0.01% 1001
2023
Q3
$297K Sell
4,257
-9,435
-69% -$673K ﹤0.01% 1021
2023
Q2
$943K Buy
+13,692
New +$871K ﹤0.01% 764
2014
Q4
Sell
-22,220
Closed -$357K 931
2014
Q3
$357K Buy
22,220
+900
+4% +$14.2K ﹤0.01% 751
2014
Q2
$327K Hold
21,320
﹤0.01% 779
2014
Q1
$328K Buy
+21,320
New +$327K ﹤0.01% 766

Other funds holding BRO

Brown Advisory's BRO Position: Q2 2026 in Review

Brown Advisory sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 4,417 shares — an estimated $288K sold.

Brown Advisory first reported a position in BRO in Q1 2014 and held it in 15 quarters. The position peaked at $1.14M in Q4 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Brown Advisory reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Brown Advisory sold 4,417 Brown & Brown shares in Q2 2026, an estimated $288K.
  • Brown Advisory first reported a position in Brown & Brown in Q1 2014 and held it in 15 quarters.
  • Brown Advisory's Brown & Brown position peaked at $1.14M in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.