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Planning Strategies Inc.’s Brown & Brown BRO Stock Holding History

Planning Strategies Inc.’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 		$5.52K Buy
+86
New +$5.25K ﹤0.01% 405

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Planning Strategies Inc.'s BRO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Brown & Brown (BRO) in Q2 2026: 86 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

262 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Planning Strategies Inc. held 86 shares of Brown & Brown worth $5.52K as of Q2 2026.
  • Brown & Brown was a new Planning Strategies Inc. position in Q2 2026.
  • Brown & Brown made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #405 holding.
  • 262 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.