WPC
BRO icon

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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return