Peninsula Asset Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.13M Sell
17,555
-610
-3% -$37.2K 0.54% 34
2026
Q1
$1.18M Buy
18,165
+3,620
+25% +$261K 0.6% 35
2025
Q4
$1.16M Sell
14,545
-10,085
-41% -$841K 0.59% 36
2025
Q3
$2.31M Buy
24,630
+110
+0.4% +$10.7K 1.19% 28
2025
Q2
$2.72M Buy
24,520
+185
+0.8% +$20.8K 1.44% 27
2025
Q1
$3.03M Buy
+24,335
New +$2.72M 1.68% 22

Other funds holding BRO

Peninsula Asset Management's BRO Position: Q2 2026 in Review

Peninsula Asset Management reduced its Brown & Brown (BRO) stake by 3.4% in Q2 2026, selling an estimated $37.2K and leaving 17,555 shares worth $1.13M. The position accounts for 0.54% of the portfolio, ranked #34.

Peninsula Asset Management first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.03M in Q1 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Peninsula Asset Management held 17,555 shares of Brown & Brown worth $1.13M as of Q2 2026.
  • Peninsula Asset Management sold 610 Brown & Brown shares in Q2 2026, an estimated $37.2K.
  • Brown & Brown made up 0.54% of Peninsula Asset Management's portfolio in Q2 2026, its #34 holding.
  • Peninsula Asset Management first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • Peninsula Asset Management's Brown & Brown position peaked at $3.03M in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Peninsula Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.