Poehling Capital Management’s Brown & Brown BRO Stock Holding History

Poehling Capital 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	$2.51M	Buy	+39,188	New	+$2.39M	0.54%	56

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Poehling Capital Management's BRO Position: Q2 2026 in Review

Poehling Capital Management opened a new position in Brown & Brown (BRO) in Q2 2026: 39,188 shares worth $2.51M. The stake represents 0.54% of the portfolio and ranks #56 among its holdings.

377 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Poehling Capital Management held 39,188 shares of Brown & Brown worth $2.51M as of Q2 2026.
Brown & Brown was a new Poehling Capital Management position in Q2 2026.
Brown & Brown made up 0.54% of Poehling Capital Management's portfolio in Q2 2026, its #56 holding.
377 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.