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Credit Capital Investments’s Brown & Brown BRO Stock Holding History

Credit Capital Investments’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 		– Sell
-3,100
Closed -$202K – 44
2026
Q1 		$202K Hold
3,100
– – 0.18% 39
2025
Q4 		$247K Hold
3,100
– – 0.23% 36
2025
Q3 		$291K Buy
+3,100
New +$302K 0.32% 33
2023
Q2 		– Sell
-6,936
Closed -$398K – 57
2023
Q1 		$398K Buy
+6,936
New +$399K 0.52% 47
2022
Q3 		– Sell
-7,028
Closed -$410K – 58
2022
Q2 		$410K Buy
+7,028
New +$431K 0.47% 39

Other funds holding BRO

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
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Credit Capital Investments's BRO Position: Q2 2026 in Review

Credit Capital Investments sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 3,100 shares — an estimated $202K sold.

Credit Capital Investments first reported a position in BRO in Q2 2022 and held it in 5 quarters. The position peaked at $410K in Q2 2022. 313 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Credit Capital Investments reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Credit Capital Investments sold 3,100 Brown & Brown shares in Q2 2026, an estimated $202K.
  • Credit Capital Investments first reported a position in Brown & Brown in Q2 2022 and held it in 5 quarters.
  • Credit Capital Investments's Brown & Brown position peaked at $410K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Credit Capital Investments's 13F filing for Q2 2026, filed 14 Jul 2026.