E. Ohman J:or Asset Management’s Brown & Brown BRO Stock Holding History

E. Ohman J:or Asset Management’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	$654K	Hold	10,194	–	–	0.02%	376
2026 Q1	$665K	Sell	10,194 -1,376	-12%	-$99.2K	0.02%	349
2025 Q4	$922K	Hold	11,570	–	–	0.02%	310
2025 Q3	$1.09M	Hold	11,570	–	–	0.03%	262
2025 Q2	$1.28M	Buy	11,570 +1,100	+11%	+$124K	0.03%	231
2025 Q1	$1.3M	Sell	10,470 -1,200	-10%	-$134K	0.03%	235
2024 Q4	$1.19M	Buy	11,670 +1,770	+18%	+$189K	0.03%	257
2024 Q3	$1.03M	Hold	9,900	–	–	0.03%	258
2024 Q2	$885K	Hold	9,900	–	–	0.02%	268
2024 Q1	$867K	Hold	9,900	–	–	0.02%	272
2023 Q4	$704K	Sell	9,900 -1,400	-12%	-$100K	0.03%	280
2023 Q3	$789K	Buy	11,300 +1,300	+13%	+$92.7K	0.03%	275
2023 Q2	$688K	Hold	10,000	–	–	0.02%	311
2023 Q1	$574K	Hold	10,000	–	–	0.02%	327
2022 Q4	$570K	Buy	+10,000	New	+$585K	0.02%	324
2022 Q1	–	Sell	-5,000	Closed	-$351K	–	431
2021 Q4	$351K	Sell	5,000 -5,400	-52%	-$348K	0.01%	420
2021 Q3	$577K	Hold	10,400	–	–	0.02%	376
2021 Q2	$553K	Buy	10,400 +5,400	+108%	+$278K	0.02%	395
2021 Q1	$229K	Hold	5,000	–	–	0.01%	424
2020 Q4	$237K	Hold	5,000	–	–	0.01%	409
2020 Q3	$226K	Sell	5,000 -3,261	-39%	-$145K	0.01%	390
2020 Q2	$337K	Hold	8,261	–	–	0.02%	326
2020 Q1	$299K	Sell	8,261 -5,000	-38%	-$211K	0.02%	298
2019 Q4	$524K	Buy	+13,261	New	+$498K	0.03%	299

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

E. Ohman J:or Asset Management's BRO Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its Brown & Brown (BRO) position steady in Q2 2026 at 10,194 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #376.

E. Ohman J:or Asset Management first reported a position in BRO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.3M in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

E. Ohman J:or Asset Management held 10,194 shares of Brown & Brown worth $654K as of Q2 2026.
E. Ohman J:or Asset Management left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #376 holding.
E. Ohman J:or Asset Management first reported a position in Brown & Brown in Q4 2019 and has held it in 24 quarters since.
E. Ohman J:or Asset Management's Brown & Brown position peaked at $1.3M in Q1 2025.
294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.