Pine Valley Investments’s Brown & Brown BRO Stock Holding History

Pine Valley Investments’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	$409K	Buy	6,381 +237	+4%	+$14.5K	0.02%	432
2026 Q1	$401K	Buy	6,144 +1,137	+23%	+$82K	0.02%	414
2025 Q4	$399K	Buy	5,007 +203	+4%	+$16.9K	0.02%	394
2025 Q3	$451K	Buy	4,804 +355	+8%	+$34.6K	0.02%	368
2025 Q2	$493K	Buy	4,449 +100	+2%	+$11.2K	0.03%	349
2025 Q1	$541K	Hold	4,349	–	–	0.03%	325
2024 Q4	$444K	Sell	4,349 -30	-0.7%	-$3.2K	0.03%	350
2024 Q3	$454K	Sell	4,379 -250	-5%	-$24.9K	0.03%	332
2024 Q2	$414K	Buy	4,629 +48	+1%	+$4.17K	0.03%	327
2024 Q1	$401K	Buy	4,581 +164	+4%	+$13.2K	0.03%	347
2023 Q4	$314K	Buy	4,417 +571	+15%	+$40.8K	0.02%	376
2023 Q3	$269K	Buy	3,846 +71	+2%	+$5.06K	0.02%	383
2023 Q2	$260K	Buy	+3,775	New	+$240K	0.03%	333

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Pine Valley Investments's BRO Position: Q2 2026 in Review

Pine Valley Investments increased its Brown & Brown (BRO) stake by 3.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,381 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #432.

Pine Valley Investments first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $541K in Q1 2025. 352 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Pine Valley Investments held 6,381 shares of Brown & Brown worth $409K as of Q2 2026.
Pine Valley Investments bought 237 Brown & Brown shares in Q2 2026, an estimated $14.5K.
Brown & Brown made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #432 holding.
Pine Valley Investments first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
Pine Valley Investments's Brown & Brown position peaked at $541K in Q1 2025.
352 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.