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Financial Consulate’s Brown & Brown BRO Stock Holding History

Financial Consulate’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 		$963 Buy
+15
New +$915 ﹤0.01% 1173
2026
Q1 		– Sell
-7
Closed -$558 – 1413
2025
Q4 		$558 Sell
7
-8
-53% -$667 ﹤0.01% 1130
2025
Q3 		$1.41K Buy
+15
New +$1.46K ﹤0.01% 831

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Financial Consulate's BRO Position: Q2 2026 in Review

Financial Consulate opened a new position in Brown & Brown (BRO) in Q2 2026: 15 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Financial Consulate previously reported a position in BRO as recently as Q4 2025.

Financial Consulate first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41K in Q3 2025. 164 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Financial Consulate held 15 shares of Brown & Brown worth $963 as of Q2 2026.
  • Brown & Brown was a new Financial Consulate position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1173 holding.
  • Financial Consulate first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Brown & Brown position peaked at $1.41K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.