James T. Borello
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James T. Borello’s Brown & Brown BRO Stock Holding History

James T. Borello’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 		$13.8K Buy
226
+28
+14% +$1.92K ﹤0.01% 517
2026
Q2 		$12.7K Buy
198
+9
+5% +$549 ﹤0.01% 532
2026
Q1 		$12.3K Buy
189
+152
+411% +$11K ﹤0.01% 497
2025
Q4 		$2.95K Sell
37
-6
-14% -$501 ﹤0.01% 699
2025
Q3 		$4.03K Buy
+43
New +$4.19K ﹤0.01% 522

Other funds holding BRO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Absher Wealth Management
Absher Wealth Management Chapel Hill, North Carolina $895M AUM 12.44% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

James T. Borello's BRO Position: Q3 2026 in Review

James T. Borello increased its Brown & Brown (BRO) stake by 14% in Q3 2026, buying an estimated $1.92K and bringing the position to 226 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

James T. Borello first reported a position in BRO in Q3 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold BRO as of Q3 2026.

  • James T. Borello held 226 shares of Brown & Brown worth $13.8K as of Q3 2026.
  • James T. Borello bought 28 Brown & Brown shares in Q3 2026, an estimated $1.92K.
  • Brown & Brown made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #517 holding.
  • James T. Borello first reported a position in Brown & Brown in Q3 2025 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.