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Cornerstone Planning Group’s Brown & Brown BRO Stock Holding History

Cornerstone Planning Group’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 		$8.31K Buy
127
+17
+15% +$1.04K ﹤0.01% 947
2026
Q1 		$6.28K Sell
110
-210
-66% -$15.1K ﹤0.01% 1032
2025
Q4 		$23.1K Buy
320
+48
+18% +$4K ﹤0.01% 550
2025
Q3 		$21.9K Buy
272
+220
+423% +$21.4K ﹤0.01% 552
2025
Q2 		$4.77K Buy
52
+22
+73% +$2.47K ﹤0.01% 736
2025
Q1 		$3.55K Buy
30
+11
+58% +$1.23K ﹤0.01% 827
2024
Q4 		$2.05K Hold
19
– – ﹤0.01% 789
2024
Q3 		$2K Buy
19
+3
+19% +$298 ﹤0.01% 773
2024
Q2 		$1.57K Buy
+16
New +$1.39K ﹤0.01% 835

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Cornerstone Planning Group's BRO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Brown & Brown (BRO) stake by 15% in Q2 2026, buying an estimated $1.04K and bringing the position to 127 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Cornerstone Planning Group first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.1K in Q4 2025. 446 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Cornerstone Planning Group held 127 shares of Brown & Brown worth $8.31K as of Q2 2026.
  • Cornerstone Planning Group bought 17 Brown & Brown shares in Q2 2026, an estimated $1.04K.
  • Brown & Brown made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #947 holding.
  • Cornerstone Planning Group first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's Brown & Brown position peaked at $23.1K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.