Ashton Thomas Private Wealth’s Brown & Brown BRO Stock Holding History

Ashton Thomas Private Wealth’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	$229K	Sell	3,513 -850	-19%	-$61.3K	0.01%	982
2025 Q4	$348K	Sell	4,363 -1,654	-27%	-$138K	0.01%	772
2025 Q3	$564K	Buy	6,017 +1,594	+36%	+$155K	0.01%	618
2025 Q2	$490K	Buy	4,423 +1,118	+34%	+$126K	0.02%	585
2025 Q1	$411K	Buy	3,305 +611	+23%	+$68.3K	0.02%	594
2024 Q4	$275K	Buy	2,694 +46	+2%	+$4.91K	0.01%	656
2024 Q3	$274K	Buy	2,648 +215	+9%	+$21.4K	0.01%	529
2024 Q2	$218K	Buy	2,433 +15	+0.6%	+$1.3K	0.01%	551
2024 Q1	$212K	Buy	+2,418	New	+$194K	0.01%	565
2020 Q2	–	Sell	-6,990	Closed	-$253K	–	236
2020 Q1	$253K	Buy	+6,990	New	+$295K	0.1%	184

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

Ashton Thomas Private Wealth's BRO Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Brown & Brown (BRO) stake by 19% in Q1 2026, selling an estimated $61.3K and leaving 3,513 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #982.

Ashton Thomas Private Wealth first reported a position in BRO in Q1 2020 and has held it in 10 quarters since. The position peaked at $564K in Q3 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Ashton Thomas Private Wealth held 3,513 shares of Brown & Brown worth $229K as of Q1 2026.
Ashton Thomas Private Wealth sold 850 Brown & Brown shares in Q1 2026, an estimated $61.3K.
Brown & Brown made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #982 holding.
Ashton Thomas Private Wealth first reported a position in Brown & Brown in Q1 2020 and has held it in 10 quarters since.
Ashton Thomas Private Wealth's Brown & Brown position peaked at $564K in Q3 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.