TD Private Client Wealth
BRO icon

TD Private Client Wealth’s Brown & Brown BRO Stock Holding History

TD Private Client Wealth’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
Q3 		$14.5K Hold
238
– – ﹤0.01% 1059
2026
Q2 		$15.3K Sell
238
-805
-77% -$49.1K ﹤0.01% 1072
2026
Q1 		$68K Sell
1,043
-1,125
-52% -$81.1K ﹤0.01% 831
2025
Q4 		$173K Sell
2,168
-50
-2% -$4.17K ﹤0.01% 687
2025
Q3 		$208K Buy
2,218
+1,782
+409% +$174K ﹤0.01% 649
2025
Q2 		$48.3K Buy
436
+123
+39% +$13.8K ﹤0.01% 847
2025
Q1 		$38.9K Buy
313
+2
+0.6% +$223 ﹤0.01% 844
2024
Q4 		$31.7K Sell
311
-19
-6% -$2.03K ﹤0.01% 902
2024
Q3 		$34.2K Hold
330
– – ﹤0.01% 898
2024
Q2 		$29.5K Buy
330
+8
+2% +$694 ﹤0.01% 882
2024
Q1 		$28.2K Sell
322
-15
-4% -$1.21K ﹤0.01% 899
2023
Q4 		$24K Sell
337
-23
-6% -$1.64K ﹤0.01% 928
2023
Q3 		$25.1K Buy
360
+21
+6% +$1.5K ﹤0.01% 900
2023
Q2 		$23.3K Sell
339
-34
-9% -$2.16K ﹤0.01% 921
2023
Q1 		$21.4K Sell
373
-6
-2% -$345 ﹤0.01% 939
2022
Q4 		$21.6K Buy
379
+170
+81% +$9.9K ﹤0.01% 902
2022
Q3 		$12.6K Hold
209
– – ﹤0.01% 970
2022
Q2 		$12.2K Buy
209
+178
+574% +$10.9K ﹤0.01% 981
2022
Q1 		$2.24K Buy
+31
New +$2.08K ﹤0.01% 1158

Other funds holding BRO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Private Client Wealth's BRO Position: Q3 2026 in Review

TD Private Client Wealth held its Brown & Brown (BRO) position steady in Q3 2026 at 238 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

TD Private Client Wealth first reported a position in BRO in Q1 2022 and has held it in 19 quarters since. The position peaked at $208K in Q3 2025. 224 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • TD Private Client Wealth held 238 shares of Brown & Brown worth $14.5K as of Q3 2026.
  • TD Private Client Wealth left its Brown & Brown share count unchanged in Q3 2026.
  • Brown & Brown made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1059 holding.
  • TD Private Client Wealth first reported a position in Brown & Brown in Q1 2022 and has held it in 19 quarters since.
  • TD Private Client Wealth's Brown & Brown position peaked at $208K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.