Third View Private Wealth
BRO icon

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
Q3 		$522K Sell
8,569
-8,333
-49% -$573K 0.06% 170
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Third View Private Wealth's BRO Position: Q3 2026 in Review

Third View Private Wealth reduced its Brown & Brown (BRO) stake by 49% in Q3 2026, selling an estimated $573K and leaving 8,569 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #170.

Third View Private Wealth first reported a position in BRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2025. 394 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Third View Private Wealth held 8,569 shares of Brown & Brown worth $522K as of Q3 2026.
  • Third View Private Wealth sold 8,333 Brown & Brown shares in Q3 2026, an estimated $573K.
  • Brown & Brown made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #170 holding.
  • Third View Private Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Brown & Brown position peaked at $1.58M in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.