DecisionPoint Financial’s Brown & Brown BRO Stock Holding History

DecisionPoint Financial’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	$371	Buy	6 +3	+100%	+$206	﹤0.01%	848
2026 Q2	$203	Sell	3 -1	-25%	-$61	﹤0.01%	939
2026 Q1	$261	Hold	4	–	–	﹤0.01%	585
2025 Q4	$319	Hold	4	–	–	﹤0.01%	615
2025 Q3	$372	Hold	4	–	–	﹤0.01%	531
2025 Q2	$436	Buy	+4	New	+$449	﹤0.01%	479

Other funds holding BRO

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

DecisionPoint Financial's BRO Position: Q3 2026 in Review

DecisionPoint Financial increased its Brown & Brown (BRO) stake by 100% in Q3 2026, buying an estimated $206 and bringing the position to 6 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #848.

DecisionPoint Financial first reported a position in BRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $436 in Q2 2025. 259 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

DecisionPoint Financial held 6 shares of Brown & Brown worth $371 as of Q3 2026.
DecisionPoint Financial bought 3 Brown & Brown shares in Q3 2026, an estimated $206.
Brown & Brown made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #848 holding.
DecisionPoint Financial first reported a position in Brown & Brown in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's Brown & Brown position peaked at $436 in Q2 2025.
259 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.