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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
Q2 		$856K Buy
13,351
+1,260
+10% +$76.9K 0.01% 888
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Summit Financial's BRO Position: Q2 2026 in Review

Summit Financial increased its Brown & Brown (BRO) stake by 10% in Q2 2026, buying an estimated $76.9K and bringing the position to 13,351 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #888.

Summit Financial first reported a position in BRO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.41M in Q1 2025. 805 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Summit Financial held 13,351 shares of Brown & Brown worth $856K as of Q2 2026.
  • Summit Financial bought 1,260 Brown & Brown shares in Q2 2026, an estimated $76.9K.
  • Brown & Brown made up 0.01% of Summit Financial's portfolio in Q2 2026, its #888 holding.
  • Summit Financial first reported a position in Brown & Brown in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Brown & Brown position peaked at $4.41M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.