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WPG Advisers’s Brown & Brown BRO Stock Holding History

WPG Advisers’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 		$898 Buy
+14
New +$854 ﹤0.01% 1351
2026
Q1 		– Sell
-147
Closed -$11.7K – 1484
2025
Q4 		$11.7K Buy
147
+119
+425% +$9.93K 0.01% 657
2025
Q3 		$2.63K Buy
+28
New +$2.73K ﹤0.01% 1068

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPG Advisers's BRO Position: Q2 2026 in Review

WPG Advisers opened a new position in Brown & Brown (BRO) in Q2 2026: 14 shares worth $898. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: WPG Advisers previously reported a position in BRO as recently as Q4 2025.

WPG Advisers first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q4 2025. 414 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • WPG Advisers held 14 shares of Brown & Brown worth $898 as of Q2 2026.
  • Brown & Brown was a new WPG Advisers position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1351 holding.
  • WPG Advisers first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
  • WPG Advisers's Brown & Brown position peaked at $11.7K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.