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WestEnd Advisors’s Brown & Brown BRO Stock Holding History

WestEnd Advisors’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 		$642 Buy
10
+1
+11% +$61 ﹤0.01% 323
2026
Q1 		$587 Hold
9
– – ﹤0.01% 301
2025
Q4 		$717 Buy
9
+2
+29% +$167 ﹤0.01% 278
2025
Q3 		$657 Buy
7
+1
+17% +$97 ﹤0.01% 276
2025
Q2 		$665 Sell
6
-1
-14% -$112 ﹤0.01% 248
2025
Q1 		$871 Buy
7
+5
+250% +$559 ﹤0.01% 221
2024
Q4 		$204 Hold
2
– – ﹤0.01% 256
2024
Q3 		$207 Buy
2
+1
+100% +$99 ﹤0.01% 288
2024
Q2 		$89 Hold
1
– – ﹤0.01% 337
2024
Q1 		$88 Buy
+1
New +$80 ﹤0.01% 325
2022
Q1 		– Sell
-3
Closed -$201 – 230
2021
Q4 		$210 Buy
+3
New +$194 ﹤0.01% 257
2021
Q3 		– Hold
0
– – – 269

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

WestEnd Advisors's BRO Position: Q2 2026 in Review

WestEnd Advisors increased its Brown & Brown (BRO) stake by 11% in Q2 2026, buying an estimated $61 and bringing the position to 10 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #323.

WestEnd Advisors first reported a position in BRO in Q4 2021 and has held it in 11 quarters since. The position peaked at $871 in Q1 2025. 184 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • WestEnd Advisors held 10 shares of Brown & Brown worth $642 as of Q2 2026.
  • WestEnd Advisors bought 1 Brown & Brown share in Q2 2026, an estimated $61.
  • Brown & Brown made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #323 holding.
  • WestEnd Advisors first reported a position in Brown & Brown in Q4 2021 and has held it in 11 quarters since.
  • WestEnd Advisors's Brown & Brown position peaked at $871 in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.