SC
BRO icon

Steph & Co’s Brown & Brown BRO Stock Holding History

Steph & Co’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 		$176K Buy
2,896
+1,106
+62% +$76K 0.04% 96
2026
Q2 		$115K Buy
1,790
+476
+36% +$29K 0.03% 132
2026
Q1 		$85.7K Sell
1,314
-1,107
-46% -$79.8K 0.02% 160
2025
Q4 		$193K Buy
2,421
+663
+38% +$55.3K 0.06% 97
2025
Q3 		$165K Sell
1,758
-60
-3% -$5.85K 0.05% 112
2025
Q2 		$202K Buy
+1,818
New +$204K 0.07% 96

Other funds holding BRO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Courant Investment Management
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
Spring Capital Management
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Steph & Co's BRO Position: Q3 2026 in Review

Steph & Co increased its Brown & Brown (BRO) stake by 62% in Q3 2026, buying an estimated $76K and bringing the position to 2,896 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #96.

Steph & Co first reported a position in BRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $202K in Q2 2025. 130 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Steph & Co held 2,896 shares of Brown & Brown worth $176K as of Q3 2026.
  • Steph & Co bought 1,106 Brown & Brown shares in Q3 2026, an estimated $76K.
  • Brown & Brown made up 0.04% of Steph & Co's portfolio in Q3 2026, its #96 holding.
  • Steph & Co first reported a position in Brown & Brown in Q2 2025 and has held it in 6 quarters since.
  • Steph & Co's Brown & Brown position peaked at $202K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.