Summit Financial’s Brown & Brown BRO Stock Holding History

Summit Financial’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 Q1	$788K	Sell	12,091 -20,041	-62%	-$1.44M	0.01%	861
2025 Q4	$2.56M	Sell	32,132 -522	-2%	-$43.6K	0.04%	426
2025 Q3	$3.06M	Sell	32,654 -1,176	-3%	-$115K	0.05%	368
2025 Q2	$3.75M	Sell	33,830 -1,585	-4%	-$178K	0.08%	197
2025 Q1	$4.41M	Buy	35,415 +28,390	+404%	+$3.17M	0.12%	148
2024 Q4	$717K	Buy	7,025 +168	+2%	+$17.9K	0.03%	379
2024 Q3	$710K	Buy	6,857 +86	+1%	+$8.55K	0.03%	316
2024 Q2	$605K	Buy	6,771 +3,617	+115%	+$314K	0.03%	300
2024 Q1	$276K	Sell	3,154 -606	-16%	-$48.7K	0.02%	328
2023 Q4	$267K	Buy	3,760 +365	+11%	+$26.1K	0.02%	307
2023 Q3	$237K	Buy	3,395 +191	+6%	+$13.6K	0.02%	307
2023 Q2	$221K	Buy	+3,204	New	+$204K	0.02%	305

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return