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Elevation Wealth Partners’s Brown & Brown BRO Stock Holding History

Elevation Wealth Partners’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 		$13.7K Hold
225
– – ﹤0.01% 788
2026
Q2 		$14.4K Sell
225
-102
-31% -$6.22K ﹤0.01% 690
2026
Q1 		$21.3K Buy
+327
New +$23.6K 0.01% 361

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Elevation Wealth Partners's BRO Position: Q3 2026 in Review

Elevation Wealth Partners held its Brown & Brown (BRO) position steady in Q3 2026 at 225 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Elevation Wealth Partners first reported a position in BRO in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.3K in Q1 2026. 31 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Elevation Wealth Partners held 225 shares of Brown & Brown worth $13.7K as of Q3 2026.
  • Elevation Wealth Partners left its Brown & Brown share count unchanged in Q3 2026.
  • Brown & Brown made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #788 holding.
  • Elevation Wealth Partners first reported a position in Brown & Brown in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Brown & Brown position peaked at $21.3K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.