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Summit Securities Group’s Brown & Brown BRO Stock Holding History

Summit Securities Group’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 		$4.36K Buy
68
+20
+42% +$1.22K ﹤0.01% 1005
2026
Q1 		$3.13K Sell
48
-387
-89% -$27.9K ﹤0.01% 877
2025
Q4 		$34.7K Sell
435
-70
-14% -$5.84K ﹤0.01% 689
2025
Q3 		$47.4K Buy
505
+316
+167% +$30.8K 0.01% 577
2025
Q2 		$21K Buy
189
+188
+18,800% +$21.1K ﹤0.01% 718
2025
Q1 		$124 Buy
+1
New +$112 ﹤0.01% 743
2024
Q1 		– Sell
-1
Closed – – 502
2023
Q4 		$0 Buy
+1
New +$71 ﹤0.01% 684
2023
Q3 		– Sell
-308
Closed -$21K – 602
2023
Q2 		$21K Sell
308
-153
-33% -$9.73K ﹤0.01% 617
2023
Q1 		$26K Buy
461
+223
+94% +$12.8K ﹤0.01% 571
2022
Q4 		$14K Buy
+238
New +$13.9K ﹤0.01% 968
2022
Q3 		– Sell
-487
Closed -$28K – 946
2022
Q2 		$28K Buy
487
+391
+407% +$24K ﹤0.01% 692
2022
Q1 		$7K Buy
+96
New +$6.44K ﹤0.01% 898

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 $59.9B AUM 27.01% 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 Securities Group's BRO Position: Q2 2026 in Review

Summit Securities Group increased its Brown & Brown (BRO) stake by 42% in Q2 2026, buying an estimated $1.22K and bringing the position to 68 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Summit Securities Group first reported a position in BRO in Q1 2022 and has held it in 12 quarters since. The position peaked at $47.4K in Q3 2025. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Summit Securities Group held 68 shares of Brown & Brown worth $4.36K as of Q2 2026.
  • Summit Securities Group bought 20 Brown & Brown shares in Q2 2026, an estimated $1.22K.
  • Brown & Brown made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1005 holding.
  • Summit Securities Group first reported a position in Brown & Brown in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's Brown & Brown position peaked at $47.4K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.