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CWC Advisors’s Brown & Brown BRO Stock Holding History

CWC Advisors’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 		$549K Buy
8,560
+76
+0.9% +$4.64K 0.24% 95
2026
Q1 		$553K Buy
8,484
+289
+4% +$20.8K 0.26% 87
2025
Q4 		$653K Buy
8,195
+11
+0.1% +$918 0.32% 74
2025
Q3 		$768K Buy
8,184
+4,642
+131% +$452K 0.38% 60
2025
Q2 		$393K Buy
+3,542
New +$398K 0.2% 103

Other funds holding BRO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

CWC Advisors's BRO Position: Q2 2026 in Review

CWC Advisors increased its Brown & Brown (BRO) stake by 0.9% in Q2 2026, buying an estimated $4.64K and bringing the position to 8,560 shares worth $549K. The position accounts for 0.24% of the portfolio, ranked #95.

CWC Advisors first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $768K in Q3 2025. 335 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • CWC Advisors held 8,560 shares of Brown & Brown worth $549K as of Q2 2026.
  • CWC Advisors bought 76 Brown & Brown shares in Q2 2026, an estimated $4.64K.
  • Brown & Brown made up 0.24% of CWC Advisors's portfolio in Q2 2026, its #95 holding.
  • CWC Advisors first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • CWC Advisors's Brown & Brown position peaked at $768K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.