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Thurston Springer Miller Herd & Titak’s Brown & Brown BRO Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$25.2K Sell
393
-6,962
-95% -$425K 0.01% 627
2026
Q1 		$480K Sell
7,355
-1,444
-16% -$104K 0.2% 133
2025
Q4 		$701K Buy
8,799
+5,311
+152% +$443K 0.24% 101
2025
Q3 		$327K Sell
3,488
-37,190
-91% -$3.62M 0.65% 31
2025
Q2 		$4.51M Buy
40,678
+4,351
+12% +$489K 0.58% 33
2025
Q1 		$4.52M Buy
36,327
+6,581
+22% +$735K 0.76% 24
2024
Q4 		$3.03M Buy
29,746
+9,467
+47% +$1.01M 0.61% 32
2024
Q3 		$2.1M Buy
20,279
+834
+4% +$82.9K 0.58% 33
2024
Q2 		$1.74M Buy
+19,445
New +$1.69M 0.54% 33

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return