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Vest Financial, LLC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
10
Latest value
$45.4M
Q3 2026
Peak value
$49.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $608K |
| Q3 2025 | $49.4M |
| Q4 2025 | $611K |
| Q4 2025 | $43.5M |
| Q1 2026 | $613K |
| Q1 2026 | $42.6M |
| Q2 2026 | $641K |
| Q2 2026 | $44.5M |
| Q3 2026 | $264K |
| Q3 2026 | $45.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.4M | 745.1K | — | — |
| Q3 2026 | $264K | 4.3K | — | — |
| Q2 2026 | $44.5M | 694.3K | — | — |
| Q2 2026 | $641K | 10.0K | — | — |
| Q1 2026 | $42.6M | 653.9K | — | — |
| Q1 2026 | $613K | 9.4K | — | — |
| Q4 2025 | $43.5M | 545.3K | — | — |
| Q4 2025 | $611K | 7.7K | — | — |
| Q3 2025 | $49.4M | 527.0K | — | — |
| Q3 2025 | $608K | 6.5K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M