Anchor Investment Management’s Brown & Brown BRO Stock Holding History

Anchor Investment Management’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	$208K	Sell	3,191 -25	-0.8%	-$1.8K	0.02%	378
2025 Q4	$256K	Sell	3,216 -35	-1%	-$2.92K	0.02%	344
2025 Q3	$305K	Hold	3,251	–	–	0.03%	312
2025 Q2	$360K	Hold	3,251	–	–	0.03%	291
2025 Q1	$404K	Hold	3,251	–	–	0.04%	276
2024 Q4	$332K	Sell	3,251 -10	-0.3%	-$1.07K	0.03%	294
2024 Q3	$338K	Sell	3,261 -25	-0.8%	-$2.49K	0.03%	296
2024 Q2	$294K	Buy	3,286 +125	+4%	+$10.9K	0.03%	294
2024 Q1	$277K	Buy	3,161 +81	+3%	+$6.51K	0.03%	310
2023 Q4	$219K	Hold	3,080	–	–	0.03%	338
2023 Q3	$215K	Hold	3,080	–	–	0.03%	328
2023 Q2	$212K	Hold	3,080	–	–	0.03%	329
2023 Q1	$177K	Hold	3,080	–	–	0.02%	363
2022 Q4	$175K	Sell	3,080 -200	-6%	-$11.7K	0.03%	353
2022 Q3	$198K	Sell	3,280 -200	-6%	-$12.6K	0.03%	341
2022 Q2	$203K	Hold	3,480	–	–	0.03%	345
2022 Q1	$252K	Hold	3,480	–	–	0.03%	347
2021 Q4	$245K	Hold	3,480	–	–	0.03%	355
2021 Q3	$193K	Hold	3,480	–	–	0.03%	359
2021 Q2	$185K	Hold	3,480	–	–	0.03%	373
2021 Q1	$159K	Hold	3,480	–	–	0.02%	373
2020 Q4	$165K	Hold	3,480	–	–	0.03%	326
2020 Q3	$158K	Hold	3,480	–	–	0.03%	315
2020 Q2	$142K	Hold	3,480	–	–	0.03%	313
2020 Q1	$126K	Hold	3,480	–	–	0.03%	310
2019 Q4	$137K	Hold	3,480	–	–	0.03%	332
2019 Q3	$125K	Hold	3,480	–	–	0.03%	341
2019 Q2	$117K	Hold	3,480	–	–	0.03%	343
2019 Q1	$103K	Buy	3,480 +100	+3%	+$2.86K	0.03%	356
2018 Q4	$93.2K	Buy	3,380 +300	+10%	+$8.48K	0.03%	357
2018 Q3	$91.1K	Hold	3,080	–	–	0.02%	391
2018 Q2	$85.4K	Hold	3,080	–	–	0.02%	408
2018 Q1	$78.4K	Hold	3,080	–	–	0.02%	422
2017 Q4	$79.2K	Hold	3,080	–	–	0.02%	409
2017 Q3	$74.2K	Sell	3,080 -960	-24%	-$21.5K	0.02%	406
2017 Q2	$87K	Hold	4,040	–	–	0.03%	331
2017 Q1	$84.3K	Hold	4,040	–	–	0.03%	334
2016 Q4	$90.6K	Hold	4,040	–	–	0.03%	323
2016 Q3	$76.2K	Hold	4,040	–	–	0.03%	319
2016 Q2	$75.7K	Hold	4,040	–	–	0.03%	311
2016 Q1	$72.3K	Buy	+4,040	New	+$64.9K	0.03%	306

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Anchor Investment Management's BRO Position: Q1 2026 in Review

Anchor Investment Management reduced its Brown & Brown (BRO) stake by 0.78% in Q1 2026, selling an estimated $1.8K and leaving 3,191 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #378.

Anchor Investment Management first reported a position in BRO in Q1 2016 and has held it in 41 quarters since. The position peaked at $404K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Anchor Investment Management held 3,191 shares of Brown & Brown worth $208K as of Q1 2026.
Anchor Investment Management sold 25 Brown & Brown shares in Q1 2026, an estimated $1.8K.
Brown & Brown made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #378 holding.
Anchor Investment Management first reported a position in Brown & Brown in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Brown & Brown position peaked at $404K in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.