Jackson Grant Investment Advisers’s Brown & Brown BRO Stock Holding History

Jackson Grant Investment Advisers’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	-48	Closed	-$3.13K	–	425
2026 Q1	$3.13K	Hold	48	–	–	﹤0.01%	372
2025 Q4	$3.83K	Hold	48	–	–	﹤0.01%	366
2025 Q3	$4.5K	Hold	48	–	–	﹤0.01%	356
2025 Q2	$5.32K	Hold	48	–	–	﹤0.01%	314
2025 Q1	$5.97K	Hold	48	–	–	﹤0.01%	292
2024 Q4	$4.9K	Hold	48	–	–	﹤0.01%	316
2024 Q3	$4.97K	Hold	48	–	–	﹤0.01%	320
2024 Q2	$4.29K	Hold	48	–	–	﹤0.01%	326
2024 Q1	$4.2K	Hold	48	–	–	﹤0.01%	313
2023 Q4	$3.41K	Hold	48	–	–	﹤0.01%	320
2023 Q3	$3.35K	Hold	48	–	–	﹤0.01%	315
2023 Q2	$3.3K	Hold	48	–	–	﹤0.01%	327
2023 Q1	$2.76K	Buy	+48	New	+$2.76K	﹤0.01%	368

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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

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

Jackson Grant Investment Advisers's BRO Position: Q2 2026 in Review

Jackson Grant Investment Advisers sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 48 shares — an estimated $3.13K sold.

Jackson Grant Investment Advisers first reported a position in BRO in Q1 2023 and held it in 13 quarters. The position peaked at $5.97K in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Jackson Grant Investment Advisers reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 48 Brown & Brown shares in Q2 2026, an estimated $3.13K.
Jackson Grant Investment Advisers first reported a position in Brown & Brown in Q1 2023 and held it in 13 quarters.
Jackson Grant Investment Advisers's Brown & Brown position peaked at $5.97K in Q1 2025.
294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.