Meeder Advisory Services’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
Q1
$294K Buy
4,502
+852
+23% +$61.4K 0.01% 527
2025
Q4
$291K Sell
3,650
-387
-10% -$32.3K 0.01% 538
2025
Q3
$379K Buy
4,037
+530
+15% +$51.7K 0.02% 440
2025
Q2
$389K Buy
3,507
+171
+5% +$19.2K 0.02% 432
2025
Q1
$415K Buy
3,336
+133
+4% +$14.9K 0.02% 395
2024
Q4
$327K Buy
3,203
+269
+9% +$28.7K 0.02% 426
2024
Q3
$304K Buy
2,934
+224
+8% +$22.3K 0.02% 433
2024
Q2
$242K Buy
+2,710
New +$235K 0.02% 454

Other funds holding BRO

Meeder Advisory Services's BRO Position: Q1 2026 in Review

Meeder Advisory Services increased its Brown & Brown (BRO) stake by 23% in Q1 2026, buying an estimated $61.4K and bringing the position to 4,502 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #527.

Meeder Advisory Services first reported a position in BRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $415K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Meeder Advisory Services held 4,502 shares of Brown & Brown worth $294K as of Q1 2026.
  • Meeder Advisory Services bought 852 Brown & Brown shares in Q1 2026, an estimated $61.4K.
  • Brown & Brown made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #527 holding.
  • Meeder Advisory Services first reported a position in Brown & Brown in Q2 2024 and has held it in 8 quarters since.
  • Meeder Advisory Services's Brown & Brown position peaked at $415K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.