Ironwood Investment Counsel’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Sell |
26,188
-150
| -0.6% | -$9.15K | 0.22% | 100 |
|
|
2026
Q1 | $1.72M | Sell |
26,338
-25
| -0.1% | -$1.8K | 0.25% | 91 |
|
|
2025
Q4 | $2.1M | Sell |
26,363
-100
| -0.4% | -$8.34K | 0.29% | 81 |
|
|
2025
Q3 | $2.48M | Sell |
26,463
-600
| -2% | -$58.5K | 0.36% | 74 |
|
|
2025
Q2 | $3M | Sell |
27,063
-25
| -0.1% | -$2.81K | 0.46% | 56 |
|
|
2025
Q1 | $3.37M | Sell |
27,088
-275
| -1% | -$30.7K | 0.58% | 49 |
|
|
2024
Q4 | $2.79M | Hold |
27,363
| – | – | 0.48% | 58 |
|
|
2024
Q3 | $2.83M | Sell |
27,363
-750
| -3% | -$74.6K | 0.47% | 61 |
|
|
2024
Q2 | $2.51M | Sell |
28,113
-12,275
| -30% | -$1.07M | 0.45% | 62 |
|
|
2024
Q1 | $3.54M | Sell |
40,388
-655
| -2% | -$52.7K | 0.62% | 50 |
|
|
2023
Q4 | $2.92M | Sell |
41,043
-1,360
| -3% | -$97.2K | 0.55% | 53 |
|
|
2023
Q3 | $2.96M | Sell |
42,403
-93
| -0.2% | -$6.63K | 0.62% | 49 |
|
|
2023
Q2 | $2.93M | Sell |
42,496
-739
| -2% | -$47K | 0.66% | 47 |
|
|
2023
Q1 | $2.48M | Hold |
43,235
| – | – | 0.59% | 54 |
|
|
2022
Q4 | $2.46M | Sell |
43,235
-1,280
| -3% | -$74.8K | 0.6% | 54 |
|
|
2022
Q3 | $2.69M | Hold |
44,515
| – | – | 0.77% | 44 |
|
|
2022
Q2 | $2.6M | Hold |
44,515
| – | – | 0.73% | 45 |
|
|
2022
Q1 | $3.22M | Sell |
44,515
-2,675
| -6% | -$179K | 0.79% | 43 |
|
|
2021
Q4 | $3.32M | Hold |
47,190
| – | – | 0.76% | 42 |
|
|
2021
Q3 | $2.62M | Sell |
47,190
-725
| -2% | -$40.4K | 0.67% | 45 |
|
|
2021
Q2 | $2.55M | Sell |
47,915
-100
| -0.2% | -$5.14K | 0.68% | 44 |
|
|
2021
Q1 | $2.19M | Sell |
48,015
-18,599
| -28% | -$854K | 0.63% | 47 |
|
|
2020
Q4 | $3.58M | Sell |
66,614
-814
| -1% | -$37.5K | 0.81% | 37 |
|
|
2020
Q3 | $3.4M | Sell |
67,428
-259
| -0.4% | -$11.6K | 0.92% | 34 |
|
|
2020
Q2 | $3.11M | Sell |
67,687
-2,888
| -4% | -$111K | 0.95% | 34 |
|
|
2020
Q1 | $2.97M | Sell |
70,575
-2,949
| -4% | -$125K | 1.17% | 28 |
|
|
2019
Q4 | $3.73M | Buy |
73,524
+2
| +0% | +$75 | 1.28% | 26 |
|
|
2019
Q3 | $3.52M | Sell |
73,522
-5,605
| -7% | -$201K | 1.3% | 24 |
|
|
2019
Q2 | $3.61M | Sell |
79,127
-2,549
| -3% | -$80.8K | 1.38% | 25 |
|
|
2019
Q1 | $3.17M | Buy |
81,676
+2,152
| +3% | +$61.5K | 1.25% | 27 |
|
|
2018
Q4 | $2.95M | Sell |
79,524
-124
| -0.2% | -$3.51K | 1.29% | 26 |
|
|
2018
Q3 | $3.49M | Sell |
79,648
-1,812
| -2% | -$53.9K | 1.35% | 28 |
|
|
2018
Q2 | $3.32M | Sell |
81,460
-1,279
| -2% | -$34.8K | 1.45% | 25 |
|
|
2018
Q1 | $3.22M | Sell |
82,739
-13,517
| -14% | -$353K | 1.43% | 24 |
|
|
2017
Q4 | $3.04M | Sell |
96,256
-2,580
| -3% | -$64.8K | 1.12% | 27 |
|
|
2017
Q3 | $2.85M | Sell |
98,836
-3,910
| -4% | -$87.7K | 1.16% | 28 |
|
|
2017
Q2 | $2.75M | Buy |
102,746
+34,092
| +50% | +$731K | 1.04% | 29 |
|
|
2017
Q1 | $1.67M | Sell |
68,654
-4,448
| -6% | -$96.2K | 0.7% | 43 |
|
|
2016
Q4 | $1.83M | Buy |
73,102
+14,750
| +25% | +$300K | 0.81% | 39 |
|
|
2016
Q3 | $1.3M | Buy |
58,352
+15,172
| +35% | +$281K | 0.61% | 49 |
|
|
2016
Q2 | $809K | Sell |
43,180
-1,550
| -3% | -$27.5K | 0.47% | 62 |
|
|
2016
Q1 | $800K | Buy |
44,730
+1,100
| +3% | +$17.7K | 0.42% | 63 |
|
|
2015
Q4 | $700K | Buy |
43,630
+250
| +0.6% | +$4K | 0.4% | 70 |
|
|
2015
Q3 | $671K | Sell |
43,380
-100
| -0.2% | -$1.64K | 0.36% | 71 |
|
|
2015
Q2 | $714K | Buy |
43,480
+400
| +0.9% | +$6.54K | 0.36% | 71 |
|
|
2015
Q1 | $713K | Buy |
43,080
+900
| +2% | +$14.5K | 0.36% | 72 |
|
|
2014
Q4 | $694K | Hold |
42,180
| – | – | 0.35% | 75 |
|
|
2014
Q3 | $678K | Buy |
42,180
+750
| +2% | +$11.9K | 0.36% | 72 |
|
|
2014
Q2 | $636K | Buy |
41,430
+950
| +2% | +$14.3K | 0.33% | 75 |
|
|
2014
Q1 | $623K | Hold |
40,480
| – | – | 0.34% | 76 |
|
|
2013
Q4 | $635K | Hold |
40,480
| – | – | 0.36% | 73 |
|
|
2013
Q3 | $650K | Hold |
40,480
| – | – | 0.43% | 65 |
|
|
2013
Q2 | $653K | Buy |
+40,480
| New | +$640K | 0.42% | 63 |
|
Other funds holding BRO
VLKIM
Ironwood Investment Counsel's BRO Position: Q2 2026 in Review
Ironwood Investment Counsel reduced its Brown & Brown (BRO) stake by 0.57% in Q2 2026, selling an estimated $9.15K and leaving 26,188 shares worth $1.68M. The position accounts for 0.22% of the portfolio, ranked #100.
Ironwood Investment Counsel first reported a position in BRO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.73M in Q4 2019. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Ironwood Investment Counsel held 26,188 shares of Brown & Brown worth $1.68M as of Q2 2026.
- Ironwood Investment Counsel sold 150 Brown & Brown shares in Q2 2026, an estimated $9.15K.
- Brown & Brown made up 0.22% of Ironwood Investment Counsel's portfolio in Q2 2026, its #100 holding.
- Ironwood Investment Counsel first reported a position in Brown & Brown in Q2 2013 and has held it in 53 quarters since.
- Ironwood Investment Counsel's Brown & Brown position peaked at $3.73M in Q4 2019.
- 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.