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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
Q3 		$583K Buy
9,580
+1,817
+23% +$125K 0.02% 625
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 $4.55B 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GAMMA Investing's BRO Position: Q3 2026 in Review

GAMMA Investing increased its Brown & Brown (BRO) stake by 23% in Q3 2026, buying an estimated $125K and bringing the position to 9,580 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #625.

GAMMA Investing first reported a position in BRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2025. 33 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • GAMMA Investing held 9,580 shares of Brown & Brown worth $583K as of Q3 2026.
  • GAMMA Investing bought 1,817 Brown & Brown shares in Q3 2026, an estimated $125K.
  • Brown & Brown made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #625 holding.
  • GAMMA Investing first reported a position in Brown & Brown in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Brown & Brown position peaked at $1.11M in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.