SFM LLC
BRO icon

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
Q3 		– Sell
-4,829
Closed -$310K – 71
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Tandem Investment Advisors
Tandem Investment Advisors Charleston, South Carolina $1.39B AUM 7.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SFM LLC's BRO Position: Q3 2026 in Review

SFM LLC sold out of Brown & Brown (BRO) in Q3 2026, closing a stake of 4,829 shares — an estimated $310K sold.

SFM LLC first reported a position in BRO in Q1 2025 and held it in 6 quarters. The position peaked at $903K in Q2 2025. 365 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • SFM LLC reported no remaining Brown & Brown position as of Q3 2026 after selling out during the quarter.
  • SFM LLC sold 4,829 Brown & Brown shares in Q3 2026, an estimated $310K.
  • SFM LLC first reported a position in Brown & Brown in Q1 2025 and held it in 6 quarters.
  • SFM LLC's Brown & Brown position peaked at $903K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.