Register Financial Advisors’s Brown & Brown BRO Stock Holding History

Register Financial Advisors’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	$2.5K	Buy	+39	New	+$2.38K	﹤0.01%	401

Other funds holding BRO

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

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

Sumitomo Mitsui Trust Group

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

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

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

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

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Register Financial Advisors's BRO Position: Q2 2026 in Review

Register Financial Advisors opened a new position in Brown & Brown (BRO) in Q2 2026: 39 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

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

Register Financial Advisors held 39 shares of Brown & Brown worth $2.5K as of Q2 2026.
Brown & Brown was a new Register Financial Advisors position in Q2 2026.
Brown & Brown made up ﹤0.01% of Register Financial Advisors's portfolio in Q2 2026, its #401 holding.
294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.