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Wedmont Private Capital’s Brown & Brown BRO Stock Holding History

Wedmont Private Capital’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 		$1.16M Sell
18,244
-10,486
-36% -$721K 0.03% 346
2026
Q2 		$1.94M Buy
+28,730
New +$1.75M 0.05% 194
2025
Q4 		– Sell
-2,264
Closed -$216K – 810
2025
Q3 		$216K Sell
2,264
-449
-17% -$43.8K 0.01% 733
2025
Q2 		$293K Sell
2,713
-321
-11% -$36.1K 0.01% 580
2025
Q1 		$361K Buy
3,034
+559
+23% +$62.5K 0.02% 469
2024
Q4 		$252K Buy
2,475
+157
+7% +$16.8K 0.01% 590
2024
Q3 		$237K Buy
+2,318
New +$231K 0.01% 581
2022
Q4 		– Sell
-4,520
Closed -$273K – 449
2022
Q3 		$273K Buy
+4,520
New +$284K 0.05% 273

Other funds holding BRO

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Wedmont Private Capital's BRO Position: Q3 2026 in Review

Wedmont Private Capital reduced its Brown & Brown (BRO) stake by 36% in Q3 2026, selling an estimated $721K and leaving 18,244 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #346.

Wedmont Private Capital first reported a position in BRO in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.94M in Q2 2026. 30 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • Wedmont Private Capital held 18,244 shares of Brown & Brown worth $1.16M as of Q3 2026.
  • Wedmont Private Capital sold 10,486 Brown & Brown shares in Q3 2026, an estimated $721K.
  • Brown & Brown made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #346 holding.
  • Wedmont Private Capital first reported a position in Brown & Brown in Q3 2022 and has held it in 8 quarters since.
  • Wedmont Private Capital's Brown & Brown position peaked at $1.94M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.