Continuum 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
$33.8K Buy
+527
New +$32.1K ﹤0.01% 897
2025
Q2
Sell
-527
Closed -$65.6K 556
2025
Q1
$65.6K Sell
527
-98
-16% -$11K 0.01% 605
2024
Q4
$63.8K Hold
625
0.01% 606
2024
Q3
$68.5K Hold
625
0.01% 589
2024
Q2
$55.9K Hold
625
0.01% 594
2024
Q1
$53.5K Buy
+625
New +$50.2K 0.01% 589

Other funds holding BRO

Continuum Advisory's BRO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Brown & Brown (BRO) in Q2 2026: 527 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BRO as recently as Q1 2025.

Continuum Advisory first reported a position in BRO in Q1 2024 and has held it in 6 quarters since. The position peaked at $68.5K in Q3 2024. 808 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Continuum Advisory held 527 shares of Brown & Brown worth $33.8K as of Q2 2026.
  • Brown & Brown was a new Continuum Advisory position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #897 holding.
  • Continuum Advisory first reported a position in Brown & Brown in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Brown & Brown position peaked at $68.5K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.