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Third View Private Wealth’s Brown & Brown BRO Stock Holding History

Third View Private 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
Q2 		$1.08M Sell
16,902
-5,667
-25% -$346K 0.13% 122
2026
Q1 		$1.47M Buy
22,569
+2,704
+14% +$195K 0.2% 100
2025
Q4 		$1.58M Buy
+19,865
New +$1.66M 0.21% 99

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Third View Private Wealth's BRO Position: Q2 2026 in Review

Third View Private Wealth reduced its Brown & Brown (BRO) stake by 25% in Q2 2026, selling an estimated $346K and leaving 16,902 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #122.

Third View Private Wealth first reported a position in BRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2025. 414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Third View Private Wealth held 16,902 shares of Brown & Brown worth $1.08M as of Q2 2026.
  • Third View Private Wealth sold 5,667 Brown & Brown shares in Q2 2026, an estimated $346K.
  • Brown & Brown made up 0.13% of Third View Private Wealth's portfolio in Q2 2026, its #122 holding.
  • Third View Private Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Brown & Brown position peaked at $1.58M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.