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SFM LLC’s Brown & Brown BRO Stock Holding History

SFM LLC’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 		$310K Sell
4,829
-4,349
-47% -$265K 0.16% 57
2026
Q1 		$599K Buy
9,178
+2,944
+47% +$212K 0.36% 43
2025
Q4 		$497K Sell
6,234
-2,976
-32% -$248K 0.29% 45
2025
Q3 		$864K Buy
9,210
+1,069
+13% +$104K 0.5% 38
2025
Q2 		$903K Buy
8,141
+6,344
+353% +$713K 0.58% 37
2025
Q1 		$224K Buy
+1,797
New +$201K 0.16% 54

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFM LLC's BRO Position: Q2 2026 in Review

SFM LLC reduced its Brown & Brown (BRO) stake by 47% in Q2 2026, selling an estimated $265K and leaving 4,829 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #57.

SFM LLC first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $903K in Q2 2025. 184 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • SFM LLC held 4,829 shares of Brown & Brown worth $310K as of Q2 2026.
  • SFM LLC sold 4,349 Brown & Brown shares in Q2 2026, an estimated $265K.
  • Brown & Brown made up 0.16% of SFM LLC's portfolio in Q2 2026, its #57 holding.
  • SFM LLC first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
  • SFM LLC's Brown & Brown position peaked at $903K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.