QWM
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Quaker Wealth Management’s Brown & Brown BRO Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-2
Closed -$249 – 982
2025
Q1 		$249 Buy
+2
New +$223 ﹤0.01% 798

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Quaker Wealth Management's BRO Position: Q2 2026 in Review

Quaker Wealth Management reduced its Brown & Brown (BRO) stake by 83% in Q2 2026, selling an estimated $610 and leaving 2 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Quaker Wealth Management first reported a position in BRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $877 in Q4 2025. 262 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Brown & Brown worth $129 as of Q2 2026.
  • Quaker Wealth Management sold 10 Brown & Brown shares in Q2 2026, an estimated $610.
  • Brown & Brown made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #913 holding.
  • Quaker Wealth Management first reported a position in Brown & Brown in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Brown & Brown position peaked at $877 in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.