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Burkett Financial Services’s Brown & Brown BRO Stock Holding History

Burkett Financial Services’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 		$12.2K Buy
200
+1
+0.5% +$69 ﹤0.01% 280
2026
Q2 		$12.8K Buy
+199
New +$12.1K ﹤0.01% 168

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

Burkett Financial Services's BRO Position: Q3 2026 in Review

Burkett Financial Services increased its Brown & Brown (BRO) stake by 0.5% in Q3 2026, buying an estimated $69 and bringing the position to 200 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Burkett Financial Services first reported a position in BRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.8K in Q2 2026. 33 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Burkett Financial Services held 200 shares of Brown & Brown worth $12.2K as of Q3 2026.
  • Burkett Financial Services bought 1 Brown & Brown share in Q3 2026, an estimated $69.
  • Brown & Brown made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #280 holding.
  • Burkett Financial Services first reported a position in Brown & Brown in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Brown & Brown position peaked at $12.8K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.