Salem Investment Counselors’s Brown & Brown BRO Stock Holding History

Salem Investment Counselors’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	$1.54M	Hold	24,000	–	–	0.04%	192
2026 Q1	$1.57M	Hold	24,000	–	–	0.05%	173
2025 Q4	$1.91M	Hold	24,000	–	–	0.05%	158
2025 Q3	$2.25M	Buy	24,000 +2,000	+9%	+$195K	0.06%	147
2025 Q2	$2.44M	Hold	22,000	–	–	0.08%	139
2025 Q1	$2.74M	Hold	22,000	–	–	0.1%	124
2024 Q4	$2.24M	Hold	22,000	–	–	0.07%	140
2024 Q3	$2.28M	Hold	22,000	–	–	0.07%	142
2024 Q2	$1.97M	Hold	22,000	–	–	0.06%	148
2024 Q1	$1.93M	Hold	22,000	–	–	0.06%	147
2023 Q4	$1.56M	Hold	22,000	–	–	0.05%	150
2023 Q3	$1.54M	Hold	22,000	–	–	0.06%	142
2023 Q2	$1.51M	Hold	22,000	–	–	0.06%	144
2023 Q1	$1.26M	Hold	22,000	–	–	0.05%	157
2022 Q4	$1.25M	Hold	22,000	–	–	0.05%	154
2022 Q3	$1.33M	Hold	22,000	–	–	0.06%	146
2022 Q2	$1.28M	Hold	22,000	–	–	0.06%	158
2022 Q1	$1.59M	Hold	22,000	–	–	0.06%	156
2021 Q4	$1.55M	Buy	+22,000	New	+$1.42M	0.05%	157

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Salem Investment Counselors's BRO Position: Q2 2026 in Review

Salem Investment Counselors held its Brown & Brown (BRO) position steady in Q2 2026 at 24,000 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #192.

Salem Investment Counselors first reported a position in BRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q1 2025. 377 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Salem Investment Counselors held 24,000 shares of Brown & Brown worth $1.54M as of Q2 2026.
Salem Investment Counselors left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 0.04% of Salem Investment Counselors's portfolio in Q2 2026, its #192 holding.
Salem Investment Counselors first reported a position in Brown & Brown in Q4 2021 and has held it in 19 quarters since.
Salem Investment Counselors's Brown & Brown position peaked at $2.74M in Q1 2025.
377 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.