NSIM
BRO icon

North Star Investment Management’s Brown & Brown BRO Stock Holding History

North Star Investment 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 		$7.38K Buy
115
+53
+85% +$3.23K ﹤0.01% 1150
2026
Q1 		$4.04K Buy
62
+21
+51% +$1.51K ﹤0.01% 1247
2025
Q4 		$3.27K Buy
41
+36
+720% +$3K ﹤0.01% 1211
2025
Q3 		$469 Buy
+5
New +$487 ﹤0.01% 1267

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
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

North Star Investment Management's BRO Position: Q2 2026 in Review

North Star Investment Management increased its Brown & Brown (BRO) stake by 85% in Q2 2026, buying an estimated $3.23K and bringing the position to 115 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

North Star Investment Management first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • North Star Investment Management held 115 shares of Brown & Brown worth $7.38K as of Q2 2026.
  • North Star Investment Management bought 53 Brown & Brown shares in Q2 2026, an estimated $3.23K.
  • Brown & Brown made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1150 holding.
  • North Star Investment Management first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.