Red Door Wealth Management’s Brown & Brown BRO Stock Holding History

Red Door 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
2026 Q2	$220K	Buy	3,427 +34	+1%	+$2.07K	0.02%	297
2026 Q1	$221K	Buy	3,393 +396	+13%	+$28.5K	0.02%	280
2025 Q4	$239K	Buy	+2,997	New	+$250K	0.02%	258
2025 Q2	–	Sell	-1,684	Closed	-$209K	–	278
2025 Q1	$209K	Buy	+1,684	New	+$188K	0.03%	222
2021 Q3	–	Sell	-159	Closed	-$8K	–	218
2021 Q2	$8K	Buy	+159	New	+$8.18K	﹤0.01%	465

Other funds holding BRO

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return