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Investment Research & Advisory Group’s Brown & Brown BRO Stock Holding History

Investment Research & Advisory 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
Q2 		– Sell
-835
Closed -$54.5K – 315
2026
Q1 		$54.5K Hold
835
– – 0.02% 122
2025
Q4 		$66.5K Hold
835
– – 0.02% 106
2025
Q3 		$79.5K Buy
+835
New +$81.4K 0.03% 103

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Investment Research & Advisory Group's BRO Position: Q2 2026 in Review

Investment Research & Advisory Group sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 835 shares — an estimated $54.5K sold.

Investment Research & Advisory Group first reported a position in BRO in Q3 2025 and held it in 3 quarters. The position peaked at $79.5K in Q3 2025. 262 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Investment Research & Advisory Group reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 835 Brown & Brown shares in Q2 2026, an estimated $54.5K.
  • Investment Research & Advisory Group first reported a position in Brown & Brown in Q3 2025 and held it in 3 quarters.
  • Investment Research & Advisory Group's Brown & Brown position peaked at $79.5K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.