CX Institutional
BRO icon

CX Institutional’s Brown & Brown BRO Stock Holding History

CX Institutional’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
Q3 		$380K Buy
6,242
+189
+3% +$13K 0.01% 539
2026
Q2 		$388K Sell
6,053
-2,024
-25% -$123K 0.01% 539
2026
Q1 		$527K Sell
8,077
-1,599
-17% -$115K 0.02% 450
2025
Q4 		$771K Sell
9,676
-10,733
-53% -$896K 0.02% 322
2025
Q3 		$1.91M Buy
20,409
+265
+1% +$25.8K 0.06% 210
2025
Q2 		$2.23M Sell
20,144
-138
-0.7% -$15.5K 0.08% 184
2025
Q1 		$2.52M Buy
20,282
+630
+3% +$70.4K 0.1% 172
2024
Q4 		$2M Buy
19,652
+167
+0.9% +$17.8K 0.08% 174
2024
Q3 		$2.02M Buy
19,485
+28
+0.1% +$2.78K 0.09% 194
2024
Q2 		$1.74M Sell
19,457
-90
-0.5% -$7.81K 0.08% 204
2024
Q1 		$1.71M Buy
19,547
+376
+2% +$30.2K 0.08% 205
2023
Q4 		$1.36M Sell
19,171
-66
-0.3% -$4.72K 0.07% 224
2023
Q3 		$1.34M Sell
19,237
-11
-0.1% -$785 0.07% 221
2023
Q2 		$1.33M Buy
19,248
+966
+5% +$61.4K 0.07% 244
2023
Q1 		$1.05M Sell
18,282
-695
-4% -$39.9K 0.06% 268
2022
Q4 		$1.08M Buy
18,977
+710
+4% +$41.5K 0.07% 265
2022
Q3 		$1.1M Buy
18,267
+267
+1% +$16.8K 0.08% 242
2022
Q2 		$1.05M Sell
18,000
-18
-0.1% -$1.1K 0.08% 235
2022
Q1 		$1.3M Buy
18,018
+37
+0.2% +$2.48K 0.1% 196
2021
Q4 		$1.26M Buy
17,981
+13
+0.1% +$839 0.1% 181
2021
Q3 		$996K Hold
17,968
– – 0.08% 213
2021
Q2 		$955K Sell
17,968
-29
-0.2% -$1.49K 0.08% 204
2021
Q1 		$823K Buy
17,997
+46
+0.3% +$2.11K 0.07% 208
2020
Q4 		$851K Sell
17,951
-106
-0.6% -$4.88K 0.08% 203
2020
Q3 		$817K Buy
18,057
+236
+1% +$10.5K 0.09% 183
2020
Q2 		$726K Buy
17,821
+473
+3% +$18.2K 0.1% 168
2020
Q1 		$628K Hold
17,348
– – 0.1% 156
2019
Q4 		$685K Sell
17,348
-88
-0.5% -$3.3K 0.12% 131
2019
Q3 		$629K Hold
17,436
– – 0.1% 154
2019
Q2 		$584K Sell
17,436
-953
-5% -$30.2K 0.09% 152
2019
Q1 		$543K Buy
18,389
+1,189
+7% +$34K 0.1% 157
2018
Q4 		$474K Buy
+17,200
New +$486K 0.1% 131

Other funds holding BRO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Courant Investment Management
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

CX Institutional's BRO Position: Q3 2026 in Review

CX Institutional increased its Brown & Brown (BRO) stake by 3.1% in Q3 2026, buying an estimated $13K and bringing the position to 6,242 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #539.

CX Institutional first reported a position in BRO in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.52M in Q1 2025. 173 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • CX Institutional held 6,242 shares of Brown & Brown worth $380K as of Q3 2026.
  • CX Institutional bought 189 Brown & Brown shares in Q3 2026, an estimated $13K.
  • Brown & Brown made up 0.01% of CX Institutional's portfolio in Q3 2026, its #539 holding.
  • CX Institutional first reported a position in Brown & Brown in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's Brown & Brown position peaked at $2.52M in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.