Valley National Advisers’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Other funds holding BRO
VLKIM
Valley National Advisers's BRO Position: Q2 2026 in Review
Valley National Advisers increased its Brown & Brown (BRO) stake by 13% in Q2 2026, buying an estimated $244 and bringing the position to 35 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #795.
Valley National Advisers first reported a position in BRO in Q4 2023 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold BRO as of Q2 2026.
- Valley National Advisers held 35 shares of Brown & Brown worth $2.25K as of Q2 2026.
- Valley National Advisers bought 4 Brown & Brown shares in Q2 2026, an estimated $244.
- Brown & Brown made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #795 holding.
- Valley National Advisers first reported a position in Brown & Brown in Q4 2023 and has held it in 7 quarters since.
- 800 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.