Meriwether Wealth & Planning’s Brown & Brown BRO Stock Holding History

Meriwether Wealth & Planning’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 Q3	$5.48K	Buy	+90	New	+$6.19K	﹤0.01%	501

Other funds holding BRO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meriwether Wealth & Planning's BRO Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Brown & Brown (BRO) in Q3 2026: 90 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

488 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

Meriwether Wealth & Planning held 90 shares of Brown & Brown worth $5.48K as of Q3 2026.
Brown & Brown was a new Meriwether Wealth & Planning position in Q3 2026.
Brown & Brown made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #501 holding.
488 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.