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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
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

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 $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

VisionPoint Advisory Group's BRO Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Brown & Brown (BRO) stake by 24% in Q2 2026, buying an estimated $111K and bringing the position to 9,488 shares worth $609K. The position accounts for 0.1% of the portfolio, ranked #228.

VisionPoint Advisory Group first reported a position in BRO in Q2 2024 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • VisionPoint Advisory Group held 9,488 shares of Brown & Brown worth $609K as of Q2 2026.
  • VisionPoint Advisory Group bought 1,820 Brown & Brown shares in Q2 2026, an estimated $111K.
  • Brown & Brown made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #228 holding.
  • VisionPoint Advisory Group first reported a position in Brown & Brown in Q2 2024 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.