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Retirement Wealth Solutions’s Brown & Brown BRO Stock Holding History

Retirement Wealth Solutions’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
Q3 		$731 Buy
+12
New +$825 ﹤0.01% 799
2025
Q4 		– Sell
-6
Closed -$563 – 767
2025
Q3 		$563 Buy
+6
New +$585 ﹤0.01% 683

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Retirement Wealth Solutions's BRO Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Brown & Brown (BRO) in Q3 2026: 12 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in BRO as recently as Q3 2025.

Retirement Wealth Solutions first reported a position in BRO in Q3 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Retirement Wealth Solutions held 12 shares of Brown & Brown worth $731 as of Q3 2026.
  • Brown & Brown was a new Retirement Wealth Solutions position in Q3 2026.
  • Brown & Brown made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #799 holding.
  • Retirement Wealth Solutions first reported a position in Brown & Brown in Q3 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.