VisionPoint Advisory Group
BRO icon

VisionPoint Advisory Group’s Brown & Brown BRO Stock Holding History

VisionPoint Advisory Group’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 		$517K Sell
8,492
-996
-10% -$68.5K 0.08% 239
2026
Q2 		$609K Buy
9,488
+1,820
+24% +$111K 0.1% 228
2026
Q1 		$500K Buy
+7,668
New +$553K 0.09% 219
2024
Q3 		– Sell
-12
Closed -$1.07K – 310
2024
Q2 		$1.07K Buy
+12
New +$1.04K ﹤0.01% 716

Other funds holding BRO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Courant Investment Management
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

VisionPoint Advisory Group's BRO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Brown & Brown (BRO) stake by 10% in Q3 2026, selling an estimated $68.5K and leaving 8,492 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #239.

VisionPoint Advisory Group first reported a position in BRO in Q2 2024 and has held it in 4 quarters since. The position peaked at $609K in Q2 2026. 173 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • VisionPoint Advisory Group held 8,492 shares of Brown & Brown worth $517K as of Q3 2026.
  • VisionPoint Advisory Group sold 996 Brown & Brown shares in Q3 2026, an estimated $68.5K.
  • Brown & Brown made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #239 holding.
  • VisionPoint Advisory Group first reported a position in Brown & Brown in Q2 2024 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's Brown & Brown position peaked at $609K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.