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Farther Finance Advisors’s Brown & Brown BRO Stock Holding History

Farther Finance Advisors’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 		$212K Buy
3,485
+823
+31% +$56.6K ﹤0.01% 2255
2026
Q2 		$171K Buy
2,662
+93
+4% +$5.67K ﹤0.01% 2367
2026
Q1 		$165K Sell
2,569
-100
-4% -$7.21K ﹤0.01% 2152
2025
Q4 		$213K Sell
2,669
-357
-12% -$29.8K ﹤0.01% 1880
2025
Q3 		$284K Buy
3,026
+84
+3% +$8.19K ﹤0.01% 1418
2025
Q2 		$326K Sell
2,942
-176
-6% -$19.8K 0.01% 1134
2025
Q1 		$387K Buy
3,118
+243
+8% +$27.2K 0.01% 913
2024
Q4 		$293K Sell
2,875
-39
-1% -$4.17K 0.01% 817
2024
Q3 		$302K Buy
2,914
+455
+19% +$45.3K 0.01% 824
2024
Q2 		$219K Buy
2,459
+895
+57% +$77.7K 0.01% 807
2024
Q1 		$135K Sell
1,564
-98
-6% -$7.88K 0.01% 843
2023
Q4 		$118K Sell
1,662
-3
-0.2% -$214 0.01% 734
2023
Q3 		$116K Buy
1,665
+119
+8% +$8.49K 0.02% 509
2023
Q2 		$106K Hold
1,546
– – 0.02% 443
2023
Q1 		$88.8K Sell
1,546
-198
-11% -$11.4K 0.03% 432
2022
Q4 		$99.4K Buy
+1,744
New +$102K 0.04% 331

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
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
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Farther Finance Advisors's BRO Position: Q3 2026 in Review

Farther Finance Advisors increased its Brown & Brown (BRO) stake by 31% in Q3 2026, buying an estimated $56.6K and bringing the position to 3,485 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Farther Finance Advisors first reported a position in BRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $387K in Q1 2025. 26 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Farther Finance Advisors held 3,485 shares of Brown & Brown worth $212K as of Q3 2026.
  • Farther Finance Advisors bought 823 Brown & Brown shares in Q3 2026, an estimated $56.6K.
  • Brown & Brown made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2255 holding.
  • Farther Finance Advisors first reported a position in Brown & Brown in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Brown & Brown position peaked at $387K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.