Fortitude Family Office’s Brown & Brown BRO Stock Holding History

Fortitude Family Office’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	$6.76K	Buy	111 +47	+73%	+$3.23K	﹤0.01%	1411
2026 Q2	$4.11K	Buy	64 +29	+83%	+$1.77K	﹤0.01%	1174
2026 Q1	$2.28K	Sell	35 -31	-47%	-$2.23K	﹤0.01%	1239
2025 Q4	$5.26K	Sell	66 -19	-22%	-$1.58K	﹤0.01%	791
2025 Q3	$7.97K	Buy	85 +5	+6%	+$487	﹤0.01%	642
2025 Q2	$8.87K	Buy	80 +23	+40%	+$2.58K	﹤0.01%	593
2025 Q1	$7.09K	Hold	57	–	–	﹤0.01%	633
2024 Q4	$5.82K	Hold	57	–	–	﹤0.01%	791
2024 Q3	$5.91K	Hold	57	–	–	﹤0.01%	733
2024 Q2	$5.1K	Hold	57	–	–	﹤0.01%	581
2024 Q1	$4.99K	Sell	57 -376	-87%	-$30.2K	﹤0.01%	606
2023 Q4	$30.8K	Buy	+433	New	+$30.9K	0.02%	229

Other funds holding BRO

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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 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) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Fortitude Family Office's BRO Position: Q3 2026 in Review

Fortitude Family Office increased its Brown & Brown (BRO) stake by 73% in Q3 2026, buying an estimated $3.23K and bringing the position to 111 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Fortitude Family Office first reported a position in BRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.8K in Q4 2023. 88 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Fortitude Family Office held 111 shares of Brown & Brown worth $6.76K as of Q3 2026.
Fortitude Family Office bought 47 Brown & Brown shares in Q3 2026, an estimated $3.23K.
Brown & Brown made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1411 holding.
Fortitude Family Office first reported a position in Brown & Brown in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Brown & Brown position peaked at $30.8K in Q4 2023.
88 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.