CWA Asset Management Group’s Brown & Brown BRO Stock Holding History

CWA Asset Management 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	$213K	Buy	+3,316	New	+$202K	0.01%	662
2025 Q4	–	Sell	-2,956	Closed	-$277K	–	661
2025 Q3	$277K	Sell	2,956 -544	-16%	-$53K	0.01%	570
2025 Q2	$388K	Buy	3,500 +193	+6%	+$21.7K	0.02%	486
2025 Q1	$411K	Buy	3,307 +391	+13%	+$43.7K	0.02%	460
2024 Q4	$297K	Buy	2,916 +103	+4%	+$11K	0.02%	482
2024 Q3	$291K	Buy	+2,813	New	+$280K	0.02%	486
2024 Q1	$369K	Buy	4,215 +611	+17%	+$49.1K	0.02%	370
2023 Q4	$256K	Buy	+3,604	New	+$258K	0.02%	364

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

CWA Asset Management Group's BRO Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in Brown & Brown (BRO) in Q2 2026: 3,316 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in BRO as recently as Q3 2025.

CWA Asset Management Group first reported a position in BRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $411K in Q1 2025. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

CWA Asset Management Group held 3,316 shares of Brown & Brown worth $213K as of Q2 2026.
Brown & Brown was a new CWA Asset Management Group position in Q2 2026.
Brown & Brown made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #662 holding.
CWA Asset Management Group first reported a position in Brown & Brown in Q4 2023 and has held it in 8 quarters since.
CWA Asset Management Group's Brown & Brown position peaked at $411K in Q1 2025.
806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.