Moment Partners’s Brown & Brown BRO Stock Holding History

Moment Partners’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	$251K	Buy	3,913 +181	+5%	+$11K	0.05%	90
2026 Q1	$243K	Sell	3,732 -20	-0.5%	-$1.44K	0.04%	102
2025 Q4	$299K	Sell	3,752 -880	-19%	-$73.4K	0.06%	82
2025 Q3	$434K	Buy	4,632 +136	+3%	+$13.3K	0.08%	74
2025 Q2	$498K	Buy	4,496 +72	+2%	+$8.09K	0.09%	66
2025 Q1	$550K	Sell	4,424 -57	-1%	-$6.37K	0.11%	59
2024 Q4	$457K	Buy	+4,481	New	+$478K	0.09%	68

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

Moment Partners's BRO Position: Q2 2026 in Review

Moment Partners increased its Brown & Brown (BRO) stake by 4.8% in Q2 2026, buying an estimated $11K and bringing the position to 3,913 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #90.

Moment Partners first reported a position in BRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Moment Partners held 3,913 shares of Brown & Brown worth $251K as of Q2 2026.
Moment Partners bought 181 Brown & Brown shares in Q2 2026, an estimated $11K.
Brown & Brown made up 0.05% of Moment Partners's portfolio in Q2 2026, its #90 holding.
Moment Partners first reported a position in Brown & Brown in Q4 2024 and has held it in 7 quarters since.
Moment Partners's Brown & Brown position peaked at $550K in Q1 2025.
294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.