Cross Staff Investments’s Brown & Brown BRO Stock Holding History

Cross Staff 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	$775K	Hold	12,081	–	–	0.44%	58
2026 Q1	$788K	Buy	12,081 +81	+0.7%	+$5.84K	0.4%	53
2025 Q4	$956K	Hold	12,000	–	–	0.53%	44
2025 Q3	$1.13M	Hold	12,000	–	–	0.79%	36
2025 Q2	$1.33M	Hold	12,000	–	–	0.99%	28
2025 Q1	$1.49M	Hold	12,000	–	–	1.13%	22
2024 Q4	$1.22M	Hold	12,000	–	–	0.85%	31
2024 Q3	$1.24M	Hold	12,000	–	–	0.96%	29
2024 Q2	$1.07M	Hold	12,000	–	–	0.89%	33
2024 Q1	$1.05M	Hold	12,000	–	–	0.88%	35
2023 Q4	$853K	Hold	12,000	–	–	0.76%	38
2023 Q3	$838K	Hold	12,000	–	–	0.82%	33
2023 Q2	$826K	Hold	12,000	–	–	0.76%	37
2023 Q1	$689K	Hold	12,000	–	–	0.68%	45
2022 Q4	$684K	Hold	12,000	–	–	0.72%	44
2022 Q3	$726K	Hold	12,000	–	–	0.81%	32
2022 Q2	$700K	Hold	12,000	–	–	0.77%	37
2022 Q1	$867K	Hold	12,000	–	–	0.8%	33
2021 Q4	$843K	Buy	+12,000	New	+$774K	0.75%	34

Other funds holding BRO

FAM

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

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Cross Staff Investments's BRO Position: Q2 2026 in Review

Cross Staff Investments held its Brown & Brown (BRO) position steady in Q2 2026 at 12,081 shares worth $775K. The position accounts for 0.44% of the portfolio, ranked #58.

Cross Staff Investments first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Cross Staff Investments held 12,081 shares of Brown & Brown worth $775K as of Q2 2026.
Cross Staff Investments left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.44% of Cross Staff Investments's portfolio in Q2 2026, its #58 holding.
Cross Staff Investments first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Brown & Brown position peaked at $1.49M in Q1 2025.
294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.