Back to BRO
Stonebridge Financial Group, LLC → BRO
Stonebridge Financial Group, LLC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $4.7M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4.2M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 61.6K | — | — |
| Q2 2026 | $4.2M | 65.0K | — | — |
| Q1 2026 | $3.7M | 57.4K | — | — |
| Q4 2025 | $4.7M | 59.3K | — | — |
| Q3 2025 | $5.3M | 56.3K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M