MFG
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Merit Financial Group’s Brown & Brown BRO Stock Holding History

Merit Financial Group’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 		$712K Buy
11,099
+7,945
+252% +$485K ﹤0.01% 1280
2026
Q1 		$206K Buy
3,154
+345
+12% +$24.9K ﹤0.01% 1909
2025
Q4 		$224K Sell
2,809
-5,187
-65% -$433K ﹤0.01% 1753
2025
Q3 		$750K Buy
7,996
+5,261
+192% +$513K 0.01% 985
2025
Q2 		$303K Buy
2,735
+150
+6% +$16.9K ﹤0.01% 1334
2025
Q1 		$322K Buy
2,585
+592
+30% +$66.2K ﹤0.01% 1094
2024
Q4 		$203K Buy
+1,993
New +$213K ﹤0.01% 1097

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Merit Financial Group's BRO Position: Q2 2026 in Review

Merit Financial Group increased its Brown & Brown (BRO) stake by 252% in Q2 2026, buying an estimated $485K and bringing the position to 11,099 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Merit Financial Group first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $750K in Q3 2025. 150 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Merit Financial Group held 11,099 shares of Brown & Brown worth $712K as of Q2 2026.
  • Merit Financial Group bought 7,945 Brown & Brown shares in Q2 2026, an estimated $485K.
  • Brown & Brown made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1280 holding.
  • Merit Financial Group first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Brown & Brown position peaked at $750K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.