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Hunter Associates Investment Management’s Brown & Brown BRO Stock Holding History

Hunter Associates Investment Management’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 		$587K Sell
9,139
-550
-6% -$33.5K 0.07% 189
2026
Q1 		$632K Buy
9,689
+2,650
+38% +$191K 0.08% 171
2025
Q4 		$563K Buy
7,039
+19
+0.3% +$1.58K 0.08% 171
2025
Q3 		$661K Sell
7,020
-600
-8% -$58.5K 0.09% 160
2025
Q2 		$842K Sell
7,620
-4,200
-36% -$472K 0.12% 145
2025
Q1 		$1.47M Sell
11,820
-1,535
-11% -$172K 0.23% 96
2024
Q4 		$1.36M Hold
13,355
– – 0.21% 104
2024
Q3 		$1.38M Sell
13,355
-2,400
-15% -$239K 0.21% 108
2024
Q2 		$1.41M Sell
15,755
-900
-5% -$78.1K 0.24% 96
2024
Q1 		$1.46M Buy
16,655
+1,600
+11% +$129K 0.25% 101
2023
Q4 		$1.07M Sell
15,055
-315
-2% -$22.5K 0.2% 108
2023
Q3 		$1.07M Buy
15,370
+2,170
+16% +$155K 0.22% 106
2023
Q2 		$909K Sell
13,200
-550
-4% -$35K 0.18% 115
2023
Q1 		$788K Sell
13,750
-1,217
-8% -$69.9K 0.17% 103
2022
Q4 		$852K Buy
14,967
+125
+0.8% +$7.31K 0.21% 95
2022
Q3 		$893K Sell
14,842
-625
-4% -$39.3K 0.23% 88
2022
Q2 		$899K Buy
15,467
+11,467
+287% +$704K 0.22% 89
2022
Q1 		$289K Hold
4,000
– – 0.09% 113
2021
Q4 		$281K Hold
4,000
– – 0.08% 121
2021
Q3 		$222K Hold
4,000
– – 0.07% 129
2021
Q2 		$213K Sell
4,000
-17,200
-81% -$884K 0.07% 129
2021
Q1 		$969K Buy
21,200
+13,800
+186% +$633K 0.22% 81
2020
Q4 		$351K Buy
+7,400
New +$341K 0.09% 139

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Hunter Associates Investment Management's BRO Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Brown & Brown (BRO) stake by 5.7% in Q2 2026, selling an estimated $33.5K and leaving 9,139 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #189.

Hunter Associates Investment Management first reported a position in BRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Hunter Associates Investment Management held 9,139 shares of Brown & Brown worth $587K as of Q2 2026.
  • Hunter Associates Investment Management sold 550 Brown & Brown shares in Q2 2026, an estimated $33.5K.
  • Brown & Brown made up 0.07% of Hunter Associates Investment Management's portfolio in Q2 2026, its #189 holding.
  • Hunter Associates Investment Management first reported a position in Brown & Brown in Q4 2020 and has held it in 23 quarters since.
  • Hunter Associates Investment Management's Brown & Brown position peaked at $1.47M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.