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BRO icon

AlphaQuest’s Brown & Brown BRO Stock Holding History

AlphaQuest’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
Q1 		– Sell
-6,625
Closed -$528K – 300
2025
Q4 		$528K Hold
6,625
– – 0.03% 781
2025
Q3 		$621K Sell
6,625
-50
-0.7% -$4.87K 0.04% 663
2025
Q2 		$740K Buy
+6,675
New +$750K 0.07% 427
2024
Q4 		– Sell
-6,641
Closed -$688K – 1729
2024
Q3 		$688K Buy
+6,641
New +$660K 0.06% 529

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AlphaQuest's BRO Position: Q1 2026 in Review

AlphaQuest sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 6,625 shares — an estimated $528K sold.

AlphaQuest first reported a position in BRO in Q3 2024 and held it in 4 quarters. The position peaked at $740K in Q2 2025. 815 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • AlphaQuest reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 6,625 Brown & Brown shares in Q1 2026, an estimated $528K.
  • AlphaQuest first reported a position in Brown & Brown in Q3 2024 and held it in 4 quarters.
  • AlphaQuest's Brown & Brown position peaked at $740K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.