GI
BRO icon

GAMMA Investing’s Brown & Brown BRO Stock Holding History

GAMMA Investing’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 		$498K Buy
7,763
+1,241
+19% +$75.7K 0.02% 656
2026
Q1 		$425K Sell
6,522
-405
-6% -$29.2K 0.02% 655
2025
Q4 		$552K Sell
6,927
-1,843
-21% -$154K 0.03% 497
2025
Q3 		$823K Sell
8,770
-165
-2% -$16.1K 0.05% 352
2025
Q2 		$991K Sell
8,935
-10
-0.1% -$1.12K 0.06% 274
2025
Q1 		$1.11M Buy
8,945
+1,039
+13% +$116K 0.08% 228
2024
Q4 		$807K Buy
7,906
+608
+8% +$64.9K 0.07% 255
2024
Q3 		$756K Buy
7,298
+1,522
+26% +$151K 0.08% 241
2024
Q2 		$516K Buy
5,776
+1,738
+43% +$151K 0.07% 256
2024
Q1 		$353K Buy
4,038
+1,660
+70% +$133K 0.07% 267
2023
Q4 		$184K Buy
+2,378
New +$170K 0.05% 325

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 $77B AUM 50.57% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return