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Keyes Stange & Wooten Wealth Management’s Brown & Brown BRO Stock Holding History

Keyes Stange & Wooten Wealth 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 		$531K Hold
8,273
– – 0.21% 45
2026
Q1 		$539K Buy
8,273
+312
+4% +$22.5K 0.24% 42
2025
Q4 		$634K Sell
7,961
-312
-4% -$26K 0.3% 33
2025
Q3 		$776K Hold
8,273
– – 0.38% 29
2025
Q2 		$917K Hold
8,273
– – 0.48% 24
2025
Q1 		$1.03M Sell
8,273
-139
-2% -$15.5K 0.59% 18
2024
Q4 		$858K Hold
8,412
– – 0.51% 21
2024
Q3 		$871K Buy
8,412
+815
+11% +$81.1K 0.52% 23
2024
Q2 		$679K Hold
7,597
– – 0.47% 29
2024
Q1 		$665K Hold
7,597
– – 0.59% 28
2023
Q4 		$540K Buy
+7,597
New +$543K 0.57% 32

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's BRO Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management held its Brown & Brown (BRO) position steady in Q2 2026 at 8,273 shares worth $531K. The position accounts for 0.21% of the portfolio, ranked #45.

Keyes Stange & Wooten Wealth Management first reported a position in BRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2025. 275 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 8,273 shares of Brown & Brown worth $531K as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management left its Brown & Brown share count unchanged in Q2 2026.
  • Brown & Brown made up 0.21% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Brown & Brown in Q4 2023 and has held it in 11 quarters since.
  • Keyes Stange & Wooten Wealth Management's Brown & Brown position peaked at $1.03M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.