Apollon Wealth Management’s Brown & Brown BRO Stock Holding History

Apollon Wealth 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	$340K	Buy	5,208 +2,096	+67%	+$151K	0.01%	1047
2025 Q4	$248K	Buy	3,112 +583	+23%	+$48.6K	﹤0.01%	1141
2025 Q3	$237K	Sell	2,529 -83	-3%	-$8.09K	﹤0.01%	1151
2025 Q2	$290K	Sell	2,612 -156	-6%	-$17.5K	0.01%	1019
2025 Q1	$344K	Buy	2,768 +2	+0.1%	+$223	0.01%	901
2024 Q4	$282K	Buy	2,766 +254	+10%	+$27.1K	0.01%	970
2024 Q3	$260K	Sell	2,512 -534	-18%	-$53.1K	0.01%	958
2024 Q2	$272K	Buy	3,046 +414	+16%	+$35.9K	0.01%	899
2024 Q1	$230K	Buy	+2,632	New	+$212K	0.01%	981

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

Apollon Wealth Management's BRO Position: Q1 2026 in Review

Apollon Wealth Management increased its Brown & Brown (BRO) stake by 67% in Q1 2026, buying an estimated $151K and bringing the position to 5,208 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1047.

Apollon Wealth Management first reported a position in BRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $344K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Apollon Wealth Management held 5,208 shares of Brown & Brown worth $340K as of Q1 2026.
Apollon Wealth Management bought 2,096 Brown & Brown shares in Q1 2026, an estimated $151K.
Brown & Brown made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1047 holding.
Apollon Wealth Management first reported a position in Brown & Brown in Q1 2024 and has held it in 9 quarters since.
Apollon Wealth Management's Brown & Brown position peaked at $344K in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.