Atlas Capital Advisors’s Brown & Brown BRO Stock Holding History

Atlas Capital 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	$3.27K	Hold	50	–	–	﹤0.01%	859
2025 Q4	$3.98K	Buy	+50	New	+$4.17K	﹤0.01%	816
2022 Q4	–	Sell	-883	Closed	-$53.4K	–	907
2022 Q3	$53.4K	Hold	883	–	–	0.01%	524
2022 Q2	$51.5K	Buy	+883	New	+$54.2K	0.01%	553

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

Atlas Capital Advisors's BRO Position: Q1 2026 in Review

Atlas Capital Advisors held its Brown & Brown (BRO) position steady in Q1 2026 at 50 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Atlas Capital Advisors first reported a position in BRO in Q2 2022 and has held it in 4 quarters since. The position peaked at $53.4K in Q3 2022. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Atlas Capital Advisors held 50 shares of Brown & Brown worth $3.27K as of Q1 2026.
Atlas Capital Advisors left its Brown & Brown share count unchanged in Q1 2026.
Brown & Brown made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #859 holding.
Atlas Capital Advisors first reported a position in Brown & Brown in Q2 2022 and has held it in 4 quarters since.
Atlas Capital Advisors's Brown & Brown position peaked at $53.4K in Q3 2022.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.