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Farmers & Merchants Investments Inc’s Brown & Brown BRO Stock Holding History

Farmers & Merchants Investments Inc’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 		$9.62K Sell
150
-100
-40% -$6.1K ﹤0.01% 796
2026
Q1 		$16.3K Buy
250
+100
+67% +$7.21K ﹤0.01% 632
2025
Q4 		$12K Buy
150
+30
+25% +$2.5K ﹤0.01% 691
2025
Q3 		$11.3K Hold
120
– – ﹤0.01% 716
2025
Q2 		$13.3K Buy
120
+5
+4% +$562 ﹤0.01% 651
2025
Q1 		$14.3K Hold
115
– – ﹤0.01% 618
2024
Q4 		$11.7K Hold
115
– – ﹤0.01% 673
2024
Q3 		$11.9K Hold
115
– – ﹤0.01% 677
2024
Q2 		$10.3K Hold
115
– – ﹤0.01% 684
2024
Q1 		$10.1K Hold
115
– – ﹤0.01% 645
2023
Q4 		$8.18K Hold
115
– – ﹤0.01% 674
2023
Q3 		$8.03K Hold
115
– – ﹤0.01% 662
2023
Q2 		$7.92K Hold
115
– – ﹤0.01% 685
2023
Q1 		$6.6K Hold
115
– – ﹤0.01% 695
2022
Q4 		$6.55K Hold
115
– – ﹤0.01% 730
2022
Q3 		$7K Buy
115
+30
+35% +$1.89K ﹤0.01% 686
2022
Q2 		$5K Hold
85
– – ﹤0.01% 841
2022
Q1 		$6K Sell
85
-122
-59% -$8.18K ﹤0.01% 854
2021
Q4 		$15K Buy
+207
New +$13.4K ﹤0.01% 648
2016
Q1 		– Sell
-1,230
Closed -$20K – 731
2015
Q4 		$20K Buy
1,230
+288
+31% +$4.61K ﹤0.01% 373
2015
Q3 		$15K Hold
942
– – ﹤0.01% 412
2015
Q2 		$15K Hold
942
– – ﹤0.01% 437
2015
Q1 		$16K Buy
942
+246
+35% +$3.97K ﹤0.01% 429
2014
Q4 		$11K Sell
696
-4
-0.6% -$64 ﹤0.01% 471
2014
Q3 		$11K Buy
700
+240
+52% +$3.8K ﹤0.01% 484
2014
Q2 		$7K Buy
+460
New +$6.91K ﹤0.01% 552

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's BRO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Brown & Brown (BRO) stake by 40% in Q2 2026, selling an estimated $6.1K and leaving 150 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Farmers & Merchants Investments Inc first reported a position in BRO in Q2 2014 and has held it in 26 quarters since. The position peaked at $20K in Q4 2015. 489 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Farmers & Merchants Investments Inc held 150 shares of Brown & Brown worth $9.62K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 100 Brown & Brown shares in Q2 2026, an estimated $6.1K.
  • Brown & Brown made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #796 holding.
  • Farmers & Merchants Investments Inc first reported a position in Brown & Brown in Q2 2014 and has held it in 26 quarters since.
  • Farmers & Merchants Investments Inc's Brown & Brown position peaked at $20K in Q4 2015.
  • 489 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.