True Wealth Design’s Brown & Brown BRO Stock Holding History

True Wealth Design’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	$10.2K	Hold	167	–	–	﹤0.01%	1058
2026 Q2	$10.7K	Buy	167 +103	+161%	+$6.28K	﹤0.01%	1037
2026 Q1	$4.17K	Buy	+64	New	+$4.61K	﹤0.01%	1269
2025 Q4	–	Sell	-581	Closed	-$54.5K	–	2593
2025 Q3	$54.5K	Buy	581 +568	+4,369%	+$55.4K	0.02%	295
2025 Q2	$1.44K	Sell	13 -2	-13%	-$225	﹤0.01%	1313
2025 Q1	$1.87K	Buy	+15	New	+$1.68K	﹤0.01%	1034

Other funds holding BRO

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CIM

Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return

SCM

Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

True Wealth Design's BRO Position: Q3 2026 in Review

True Wealth Design held its Brown & Brown (BRO) position steady in Q3 2026 at 167 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

True Wealth Design first reported a position in BRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.5K in Q3 2025. 86 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

True Wealth Design held 167 shares of Brown & Brown worth $10.2K as of Q3 2026.
True Wealth Design left its Brown & Brown share count unchanged in Q3 2026.
Brown & Brown made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1058 holding.
True Wealth Design first reported a position in Brown & Brown in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Brown & Brown position peaked at $54.5K in Q3 2025.
86 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.