FEG
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Financial Enhancement Group’s Brown & Brown BRO Stock Holding History

Financial Enhancement Group’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 		$413K Sell
6,685
-2,044
-23% -$141K 0.05% 107
2026
Q2 		$560K Sell
8,729
-240
-3% -$14.6K 0.07% 102
2026
Q1 		$607K Buy
8,969
+261
+3% +$18.8K 0.08% 100
2025
Q4 		$680K Buy
8,708
+280
+3% +$23.4K 0.09% 102
2025
Q3 		$809K Buy
8,428
+854
+11% +$83.2K 0.11% 96
2025
Q2 		$809K Buy
7,574
+469
+7% +$52.7K 0.12% 95
2025
Q1 		$835K Buy
7,105
+377
+6% +$42.1K 0.13% 85
2024
Q4 		$690K Sell
6,728
-82
-1% -$8.76K 0.11% 88
2024
Q3 		$447K Sell
6,810
-767
-10% -$76.3K 0.09% 100
2024
Q2 		$764K Sell
7,577
-58
-0.8% -$5.04K 0.12% 79
2024
Q1 		$625K Buy
7,635
+15
+0.2% +$1.21K 0.1% 89
2023
Q4 		$567K Buy
7,620
+738
+11% +$52.7K 0.1% 88
2023
Q3 		$480K Sell
6,882
-70
-1% -$4.99K 0.09% 98
2023
Q2 		$492K Buy
6,952
+142
+2% +$9.03K 0.09% 101
2023
Q1 		$447K Sell
6,810
-298
-4% -$17.1K 0.09% 100
2022
Q4 		$419K Sell
7,108
-261
-4% -$15.3K 0.08% 102
2022
Q3 		$446K Buy
7,369
+174
+2% +$10.9K 0.1% 81
2022
Q2 		$420K Buy
7,195
+1,204
+20% +$73.9K 0.09% 80
2022
Q1 		$433K Buy
5,991
+48
+0.8% +$3.22K 0.08% 80
2021
Q4 		$418K Buy
5,943
+665
+13% +$42.9K 0.07% 79
2021
Q3 		$293K Buy
5,278
+239
+5% +$13.3K 0.06% 84
2021
Q2 		$268K Buy
5,039
+381
+8% +$19.6K 0.06% 80
2021
Q1 		$213K Sell
4,658
-87
-2% -$3.99K 0.04% 87
2020
Q4 		$225K Buy
4,745
+128
+3% +$5.89K 0.05% 91
2020
Q3 		$209K Buy
+4,617
New +$206K 0.05% 89

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
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Enhancement Group's BRO Position: Q3 2026 in Review

Financial Enhancement Group reduced its Brown & Brown (BRO) stake by 23% in Q3 2026, selling an estimated $141K and leaving 6,685 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #107.

Financial Enhancement Group first reported a position in BRO in Q3 2020 and has held it in 25 quarters since. The position peaked at $835K in Q1 2025. 26 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Financial Enhancement Group held 6,685 shares of Brown & Brown worth $413K as of Q3 2026.
  • Financial Enhancement Group sold 2,044 Brown & Brown shares in Q3 2026, an estimated $141K.
  • Brown & Brown made up 0.05% of Financial Enhancement Group's portfolio in Q3 2026, its #107 holding.
  • Financial Enhancement Group first reported a position in Brown & Brown in Q3 2020 and has held it in 25 quarters since.
  • Financial Enhancement Group's Brown & Brown position peaked at $835K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.