EP
BRO icon

Essential Partners’s Brown & Brown BRO Stock Holding History

Essential 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 		$199K Hold
3,272
– – 0.09% 243
2026
Q2 		$210K Buy
3,272
+3,270
+163,500% +$199K 0.1% 214
2026
Q1 		$130 Sell
2
-5
-71% -$360 ﹤0.01% 2682
2025
Q4 		$558 Sell
7
-2,050
-100% -$171K ﹤0.01% 2198
2025
Q3 		$193K Buy
2,057
+2,043
+14,593% +$199K 0.06% 326
2025
Q2 		$1.55K Buy
+14
New +$1.57K ﹤0.01% 1395

Other funds holding BRO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GIA
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
CIM
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Essential Partners's BRO Position: Q3 2026 in Review

Essential Partners held its Brown & Brown (BRO) position steady in Q3 2026 at 3,272 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #243.

Essential Partners first reported a position in BRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $210K in Q2 2026. 88 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Essential Partners held 3,272 shares of Brown & Brown worth $199K as of Q3 2026.
  • Essential Partners left its Brown & Brown share count unchanged in Q3 2026.
  • Brown & Brown made up 0.09% of Essential Partners's portfolio in Q3 2026, its #243 holding.
  • Essential Partners first reported a position in Brown & Brown in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Brown & Brown position peaked at $210K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.