Aquatic Capital Management’s Brown & Brown BRO Stock Holding History

Aquatic Capital 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	–	Sell	-32,890	Closed	-$2.62M	–	1396
2025 Q4	$2.62M	Buy	+32,890	New	+$2.74M	0.07%	314
2025 Q2	–	Sell	-17,862	Closed	-$2.22M	–	1262
2025 Q1	$2.22M	Buy	+17,862	New	+$2M	0.06%	392
2024 Q3	–	Sell	-8,000	Closed	-$715K	–	1172
2024 Q2	$715K	Buy	+8,000	New	+$694K	0.03%	467
2024 Q1	–	Sell	-23,200	Closed	-$1.65M	–	1245
2023 Q4	$1.65M	Sell	23,200 -24,600	-51%	-$1.76M	0.04%	373
2023 Q3	$3.34M	Buy	+47,800	New	+$3.41M	0.14%	166
2023 Q1	–	Sell	-11,200	Closed	-$638K	–	1293
2022 Q4	$638K	Buy	+11,200	New	+$655K	0.05%	436
2022 Q1	–	Sell	-400	Closed	-$28K	–	1114
2021 Q4	$28K	Buy	+400	New	+$25.8K	0.05%	490

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Aquatic Capital Management's BRO Position: Q1 2026 in Review

Aquatic Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 32,890 shares — an estimated $2.62M sold.

Aquatic Capital Management first reported a position in BRO in Q4 2021 and held it in 7 quarters. The position peaked at $3.34M in Q3 2023. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Aquatic Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 32,890 Brown & Brown shares in Q1 2026, an estimated $2.62M.
Aquatic Capital Management first reported a position in Brown & Brown in Q4 2021 and held it in 7 quarters.
Aquatic Capital Management's Brown & Brown position peaked at $3.34M in Q3 2023.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.