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Cromwell Holdings’s Brown & Brown BRO Stock Holding History

Cromwell Holdings’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 		$12K Sell
187
-435
-70% -$26.5K 0.01% 600
2026
Q1 		$40.6K Sell
622
-98
-14% -$7.06K 0.02% 500
2025
Q4 		$57.4K Sell
720
-1
-0.1% -$83 0.03% 441
2025
Q3 		$67.6K Sell
721
-2
-0.3% -$195 0.04% 417
2025
Q2 		$80.2K Buy
723
+10
+1% +$1.12K 0.05% 351
2025
Q1 		$88.7K Buy
713
+14
+2% +$1.56K 0.06% 313
2024
Q4 		$71.3K Hold
699
– – 0.04% 365
2024
Q3 		$72.4K Hold
699
– – 0.05% 364
2024
Q2 		$62.5K Buy
+699
New +$60.7K 0.04% 380

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return