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J.W. Cole Advisors’s Brown & Brown BRO Stock Holding History

J.W. Cole Advisors’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 		$420K Buy
+6,554
New +$400K 0.01% 1102
2026
Q1 		– Sell
-6,758
Closed -$538K – 825
2025
Q4 		$538K Sell
6,758
-311
-4% -$25.9K 0.01% 871
2025
Q3 		$663K Buy
7,069
+237
+3% +$23.1K 0.01% 886
2025
Q2 		$757K Buy
6,832
+39
+0.6% +$4.38K 0.02% 772
2025
Q1 		$845K Buy
6,793
+4,712
+226% +$527K 0.03% 591
2024
Q4 		$212K Sell
2,081
-4
-0.2% -$427 0.01% 884
2024
Q3 		$216K Buy
+2,085
New +$207K 0.01% 881

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

J.W. Cole Advisors's BRO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 6,554 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BRO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $845K in Q1 2025. 208 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • J.W. Cole Advisors held 6,554 shares of Brown & Brown worth $420K as of Q2 2026.
  • Brown & Brown was a new J.W. Cole Advisors position in Q2 2026.
  • Brown & Brown made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1102 holding.
  • J.W. Cole Advisors first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Brown & Brown position peaked at $845K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.