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Summitry LLC’s Brown & Brown BRO Stock Holding History

Summitry LLC’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 		$244K Sell
3,804
-4,282
-53% -$261K 0.01% 294
2026
Q1 		$527K Buy
+8,086
New +$583K 0.02% 131

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

Summitry LLC's BRO Position: Q2 2026 in Review

Summitry LLC reduced its Brown & Brown (BRO) stake by 53% in Q2 2026, selling an estimated $261K and leaving 3,804 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #294.

Summitry LLC first reported a position in BRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $527K in Q1 2026. 802 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Summitry LLC held 3,804 shares of Brown & Brown worth $244K as of Q2 2026.
  • Summitry LLC sold 4,282 Brown & Brown shares in Q2 2026, an estimated $261K.
  • Brown & Brown made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #294 holding.
  • Summitry LLC first reported a position in Brown & Brown in Q1 2026 and has held it in 2 quarters since.
  • Summitry LLC's Brown & Brown position peaked at $527K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.