Concurrent Investment Advisors’s Brown & Brown BRO Stock Holding History

Concurrent Investment Advisors’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	$634K	Sell	9,890 -1,854	-16%	-$113K	0.01%	1268
2026 Q1	$766K	Sell	11,744 -3,382	-22%	-$244K	0.01%	1000
2025 Q4	$1.21M	Buy	15,126 +3,614	+31%	+$302K	0.01%	748
2025 Q3	$1.08M	Buy	11,512 +1,851	+19%	+$180K	0.02%	632
2025 Q2	$1.07M	Sell	9,661 -284	-3%	-$31.9K	0.02%	576
2025 Q1	$1.24M	Buy	9,945 +746	+8%	+$83.4K	0.03%	484
2024 Q4	$938K	Buy	9,199 +5,440	+145%	+$581K	0.03%	507
2024 Q3	$389K	Sell	3,759 -36	-0.9%	-$3.58K	0.01%	692
2024 Q2	$339K	Buy	+3,795	New	+$329K	0.01%	701
2024 Q1	–	Sell	-4,705	Closed	-$335K	–	933
2023 Q4	$335K	Buy	+4,705	New	+$336K	0.02%	617

Other funds holding BRO

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Concurrent Investment Advisors's BRO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Brown & Brown (BRO) stake by 16% in Q2 2026, selling an estimated $113K and leaving 9,890 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #1268.

Concurrent Investment Advisors first reported a position in BRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2025. 208 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Concurrent Investment Advisors held 9,890 shares of Brown & Brown worth $634K as of Q2 2026.
Concurrent Investment Advisors sold 1,854 Brown & Brown shares in Q2 2026, an estimated $113K.
Brown & Brown made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1268 holding.
Concurrent Investment Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Brown & Brown position peaked at $1.24M in Q1 2025.
208 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.