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Resonant Capital Advisors’s Brown & Brown BRO Stock Holding History

Resonant Capital 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 		$897K Buy
13,984
+2,643
+23% +$161K 0.04% 199
2026
Q1 		$740K Buy
11,341
+1,024
+10% +$73.8K 0.04% 209
2025
Q4 		$822K Buy
10,317
+70
+0.7% +$5.84K 0.05% 182
2025
Q3 		$961K Buy
10,247
+211
+2% +$20.6K 0.06% 169
2025
Q2 		$1.11M Buy
10,036
+646
+7% +$72.6K 0.07% 150
2025
Q1 		$1.17M Buy
9,390
+54
+0.6% +$6.03K 0.08% 141
2024
Q4 		$952K Buy
9,336
+51
+0.5% +$5.45K 0.07% 152
2024
Q3 		$962K Sell
9,285
-857
-8% -$85.2K 0.07% 157
2024
Q2 		$907K Buy
10,142
+448
+5% +$38.9K 0.07% 151
2024
Q1 		$849K Sell
9,694
-76
-0.8% -$6.11K 0.07% 162
2023
Q4 		$695K Sell
9,770
-1,925
-16% -$138K 0.07% 162
2023
Q3 		$817K Buy
11,695
+98
+0.8% +$6.99K 0.09% 136
2023
Q2 		$798K Sell
11,597
-260
-2% -$16.5K 0.09% 133
2023
Q1 		$681K Sell
11,857
-114
-1% -$6.55K 0.08% 145
2022
Q4 		$682K Buy
11,971
+308
+3% +$18K 0.09% 141
2022
Q3 		$705K Sell
11,663
-40
-0.3% -$2.52K 0.11% 121
2022
Q2 		$683K Buy
11,703
+445
+4% +$27.3K 0.11% 124
2022
Q1 		$817K Buy
11,258
+682
+6% +$45.7K 0.12% 105
2021
Q4 		$743K Buy
10,576
+364
+4% +$23.5K 0.11% 102
2021
Q3 		$566K Buy
10,212
+1,521
+18% +$84.8K 0.1% 117
2021
Q2 		$462K Sell
8,691
-127
-1% -$6.53K 0.09% 119
2021
Q1 		$403K Sell
8,818
-217
-2% -$9.96K 0.08% 121
2020
Q4 		$428K Buy
9,035
+198
+2% +$9.11K 0.1% 115
2020
Q3 		$400K Sell
8,837
-1,309
-13% -$58.4K 0.11% 102
2020
Q2 		$414K Sell
10,146
-8,090
-44% -$312K 0.12% 118
2020
Q1 		$661K Sell
18,236
-2,040
-10% -$86.2K 0.24% 109
2019
Q4 		$800K Buy
+20,276
New +$762K 0.25% 115

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TIA
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
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
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Resonant Capital Advisors's BRO Position: Q2 2026 in Review

Resonant Capital Advisors increased its Brown & Brown (BRO) stake by 23% in Q2 2026, buying an estimated $161K and bringing the position to 13,984 shares worth $897K. The position accounts for 0.04% of the portfolio, ranked #199.

Resonant Capital Advisors first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q1 2025. 294 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Resonant Capital Advisors held 13,984 shares of Brown & Brown worth $897K as of Q2 2026.
  • Resonant Capital Advisors bought 2,643 Brown & Brown shares in Q2 2026, an estimated $161K.
  • Brown & Brown made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #199 holding.
  • Resonant Capital Advisors first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's Brown & Brown position peaked at $1.17M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.