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Wedge Capital Management’s Brown & Brown BRO Stock Holding History

Wedge Capital Management’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 		– Sell
-9,409
Closed -$614K – 497
2026
Q1 		$614K Sell
9,409
-5,423
-37% -$391K 0.01% 471
2025
Q4 		$1.18M Buy
14,832
+2,895
+24% +$242K 0.02% 406
2025
Q3 		$1.12M Sell
11,937
-4,530
-28% -$441K 0.02% 420
2025
Q2 		$1.83M Sell
16,467
-1,939
-11% -$218K 0.03% 335
2025
Q1 		$2.29M Sell
18,406
-2,467
-12% -$276K 0.04% 297
2024
Q4 		$2.13M Buy
20,873
+140
+0.7% +$14.9K 0.04% 312
2024
Q3 		$2.15M Sell
20,733
-9,002
-30% -$895K 0.04% 315
2024
Q2 		$2.66M Sell
29,735
-37,125
-56% -$3.22M 0.05% 282
2024
Q1 		$5.85M Sell
66,860
-23,132
-26% -$1.86M 0.09% 209
2023
Q4 		$6.4M Buy
89,992
+19,021
+27% +$1.36M 0.11% 206
2023
Q3 		$4.96M Sell
70,971
-12,139
-15% -$866K 0.1% 228
2023
Q2 		$5.72M Buy
+83,110
New +$5.29M 0.09% 263

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wedge Capital Management's BRO Position: Q2 2026 in Review

Wedge Capital Management sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 9,409 shares — an estimated $614K sold.

Wedge Capital Management first reported a position in BRO in Q2 2023 and held it in 12 quarters. The position peaked at $6.4M in Q4 2023. 184 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Wedge Capital Management reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • Wedge Capital Management sold 9,409 Brown & Brown shares in Q2 2026, an estimated $614K.
  • Wedge Capital Management first reported a position in Brown & Brown in Q2 2023 and held it in 12 quarters.
  • Wedge Capital Management's Brown & Brown position peaked at $6.4M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.