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Secured Retirement Advisors’s Brown & Brown BRO Stock Holding History

Secured Retirement 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 		– Sell
-10,302
Closed -$672K – 136
2026
Q1 		$672K Buy
+10,302
New +$743K 0.38% 92

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SCM
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

Secured Retirement Advisors's BRO Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 10,302 shares — an estimated $672K sold.

Secured Retirement Advisors first reported a position in BRO in Q1 2026 and held it in 1 quarter. The position peaked at $672K in Q1 2026. 134 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 10,302 Brown & Brown shares in Q2 2026, an estimated $672K.
  • Secured Retirement Advisors first reported a position in Brown & Brown in Q1 2026 and held it in 1 quarter.
  • Secured Retirement Advisors's Brown & Brown position peaked at $672K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.