ARQ Wealth Advisors’s Brown & Brown BRO Stock Holding History

ARQ Wealth Advisors’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	$243K	Buy	+3,725	New	+$269K	0.04%	169

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

ARQ Wealth Advisors's BRO Position: Q1 2026 in Review

ARQ Wealth Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 3,725 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings.

810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

ARQ Wealth Advisors held 3,725 shares of Brown & Brown worth $243K as of Q1 2026.
Brown & Brown was a new ARQ Wealth Advisors position in Q1 2026.
Brown & Brown made up 0.04% of ARQ Wealth Advisors's portfolio in Q1 2026, its #169 holding.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.