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Princeton Global Asset Management’s Brown & Brown BRO Stock Holding History

Princeton Global Asset 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 		$3.08K Buy
+48
New +$2.93K ﹤0.01% 715
2025
Q3 		– Sell
-28
Closed -$3.1K – 767
2025
Q2 		$3.1K Buy
+28
New +$3.15K ﹤0.01% 654

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Princeton Global Asset Management's BRO Position: Q2 2026 in Review

Princeton Global Asset Management opened a new position in Brown & Brown (BRO) in Q2 2026: 48 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Princeton Global Asset Management previously reported a position in BRO as recently as Q2 2025.

Princeton Global Asset Management first reported a position in BRO in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.1K in Q2 2025. 162 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Princeton Global Asset Management held 48 shares of Brown & Brown worth $3.08K as of Q2 2026.
  • Brown & Brown was a new Princeton Global Asset Management position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #715 holding.
  • Princeton Global Asset Management first reported a position in Brown & Brown in Q2 2025 and has held it in 2 quarters since.
  • Princeton Global Asset Management's Brown & Brown position peaked at $3.1K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.