Argonautica Private Wealth Management’s Brown & Brown BRO Stock Holding History

Argonautica Private 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	–	Sell	-5,088	Closed	-$405K	–	186
2025 Q4	$405K	Sell	5,088 -146	-3%	-$12.2K	0.12%	140
2025 Q3	$491K	Sell	5,234 -28	-0.5%	-$2.73K	0.14%	121
2025 Q2	$583K	Sell	5,262 -32	-0.6%	-$3.6K	0.18%	103
2025 Q1	$659K	Sell	5,294 -64	-1%	-$7.15K	0.23%	87
2024 Q4	$547K	Buy	5,358 +87	+2%	+$9.29K	0.18%	110
2024 Q3	$546K	Buy	5,271 +12	+0.2%	+$1.19K	0.18%	106
2024 Q2	$470K	Buy	5,259 +209	+4%	+$18.1K	0.16%	117
2024 Q1	$442K	Sell	5,050 -683	-12%	-$54.9K	0.16%	123
2023 Q4	$408K	Sell	5,733 -572	-9%	-$40.9K	0.17%	117
2023 Q3	$440K	Buy	6,305 +651	+12%	+$46.4K	0.2%	98
2023 Q2	$389K	Buy	5,654 +119	+2%	+$7.57K	0.18%	105
2023 Q1	$318K	Sell	5,535 -1,012	-15%	-$58.2K	0.16%	108
2022 Q4	$373K	Buy	+6,547	New	+$383K	0.19%	99

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

Argonautica Private Wealth Management's BRO Position: Q1 2026 in Review

Argonautica Private Wealth Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 5,088 shares — an estimated $405K sold.

Argonautica Private Wealth Management first reported a position in BRO in Q4 2022 and held it in 13 quarters. The position peaked at $659K in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Argonautica Private Wealth Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Argonautica Private Wealth Management sold 5,088 Brown & Brown shares in Q1 2026, an estimated $405K.
Argonautica Private Wealth Management first reported a position in Brown & Brown in Q4 2022 and held it in 13 quarters.
Argonautica Private Wealth Management's Brown & Brown position peaked at $659K in Q1 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.