Summit Wealth Partners’s Brown & Brown BRO Stock Holding History

Summit Wealth Partners’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	$12.9M	Hold	201,700	–	–	1.84%	13
2026 Q1	$13.2M	Hold	201,700	–	–	2.08%	12
2025 Q4	$16.1M	Hold	201,700	–	–	2.97%	9
2025 Q3	$18.9M	Hold	201,700	–	–	3.41%	7
2025 Q2	$22.4M	Hold	201,700	–	–	4.26%	4
2025 Q1	$25.1M	Sell	201,700 -20,000	-9%	-$2.23M	5.09%	1
2024 Q4	$22.6M	Sell	221,700 -15,000	-6%	-$1.6M	4.64%	3
2024 Q3	$24.5M	Hold	236,700	–	–	4.72%	2
2024 Q2	$21.2M	Sell	236,700 -8,350	-3%	-$725K	4.39%	3
2024 Q1	$21.5M	Sell	245,050 -11,800	-5%	-$949K	4.57%	2
2023 Q4	$18.3M	Hold	256,850	–	–	4.24%	5
2023 Q3	$17.9M	Sell	256,850 -10,000	-4%	-$713K	4.58%	4
2023 Q2	$18.4M	Sell	266,850 -11,472	-4%	-$730K	4.61%	4
2023 Q1	$16M	Hold	278,322	–	–	4.11%	6
2022 Q4	$15.9M	Sell	278,322 -1,184	-0.4%	-$69.2K	4.21%	5
2022 Q3	$16.9M	Buy	279,506 +1,184	+0.4%	+$74.5K	4.77%	5
2022 Q2	$16.2M	Sell	278,322 -30,000	-10%	-$1.84M	4.35%	6
2022 Q1	$22.3M	Sell	308,322 -70,000	-19%	-$4.69M	5.05%	4
2021 Q4	$26.6M	Sell	378,322 -16,000	-4%	-$1.03M	5.7%	4
2021 Q3	$21.9M	Sell	394,322 -2,194	-0.6%	-$122K	5.16%	4
2021 Q2	$21.1M	Hold	396,516	–	–	5.03%	4
2021 Q1	$18.1M	Sell	396,516 -3,500	-0.9%	-$161K	4.65%	4
2020 Q4	$19M	Hold	400,016	–	–	5.16%	4
2020 Q3	$18.1M	Hold	400,016	–	–	5.44%	3
2020 Q2	$16.3M	Hold	400,016	–	–	5.26%	3
2020 Q1	$14.5M	Hold	400,016	–	–	5.89%	2
2019 Q4	$15.8M	Buy	+400,016	New	+$15M	5.46%	2

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Summit Wealth Partners's BRO Position: Q2 2026 in Review

Summit Wealth Partners held its Brown & Brown (BRO) position steady in Q2 2026 at 201,700 shares worth $12.9M. The position accounts for 1.84% of the portfolio, ranked #13.

Summit Wealth Partners first reported a position in BRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.6M in Q4 2021. 330 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Summit Wealth Partners held 201,700 shares of Brown & Brown worth $12.9M as of Q2 2026.
Summit Wealth Partners left its Brown & Brown share count unchanged in Q2 2026.
Brown & Brown made up 1.84% of Summit Wealth Partners's portfolio in Q2 2026, its #13 holding.
Summit Wealth Partners first reported a position in Brown & Brown in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's Brown & Brown position peaked at $26.6M in Q4 2021.
330 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

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