Parkwoods Wealth Partners’s Brown & Brown BRO Stock Holding History

Parkwoods Wealth 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	$645K	Buy	10,060 +8	+0.1%	+$488	0.1%	87
2026 Q1	$655K	Sell	10,052 -3	-0%	-$216	0.16%	50
2025 Q4	$801K	Sell	10,055 -6	-0.1%	-$501	0.24%	42
2025 Q3	$944K	Sell	10,061 -467	-4%	-$45.5K	0.32%	32
2025 Q2	$1.17M	Hold	10,528	–	–	0.67%	14
2025 Q1	$1.31M	Hold	10,528	–	–	0.88%	11
2024 Q4	$1.07M	Hold	10,528	–	–	0.85%	10
2024 Q3	$1.09M	Buy	+10,528	New	+$1.05M	0.9%	8

Other funds holding BRO

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Parkwoods Wealth Partners's BRO Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Brown & Brown (BRO) stake by 0.08% in Q2 2026, buying an estimated $488 and bringing the position to 10,060 shares worth $645K. The position accounts for 0.1% of the portfolio, ranked #87.

Parkwoods Wealth Partners first reported a position in BRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2025. 206 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Parkwoods Wealth Partners held 10,060 shares of Brown & Brown worth $645K as of Q2 2026.
Parkwoods Wealth Partners bought 8 Brown & Brown shares in Q2 2026, an estimated $488.
Brown & Brown made up 0.1% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #87 holding.
Parkwoods Wealth Partners first reported a position in Brown & Brown in Q3 2024 and has held it in 8 quarters since.
Parkwoods Wealth Partners's Brown & Brown position peaked at $1.31M in Q1 2025.
206 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.