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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's BRO Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Brown & Brown (BRO) stake by 95% in Q2 2026, selling an estimated $425K and leaving 393 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #627.

Thurston Springer Miller Herd & Titak first reported a position in BRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.52M in Q1 2025. 807 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Thurston Springer Miller Herd & Titak held 393 shares of Brown & Brown worth $25.2K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 6,962 Brown & Brown shares in Q2 2026, an estimated $425K.
Brown & Brown made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #627 holding.
Thurston Springer Miller Herd & Titak first reported a position in Brown & Brown in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Brown & Brown position peaked at $4.52M in Q1 2025.
807 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.