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Atomi Financial Group’s Brown & Brown BRO Stock Holding History

Atomi Financial Group’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
-8,101
Closed -$646K – 1222
2025
Q4 		$646K Sell
8,101
-2,429
-23% -$203K 0.02% 583
2025
Q3 		$988K Sell
10,530
-738
-7% -$71.9K 0.03% 381
2025
Q2 		$1.25M Buy
11,268
+1,453
+15% +$163K 0.05% 277
2025
Q1 		$1.22M Buy
9,815
+1,516
+18% +$169K 0.06% 248
2024
Q4 		$847K Buy
8,299
+2,304
+38% +$246K 0.04% 309
2024
Q3 		$621K Buy
+5,995
New +$596K 0.04% 379

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Atomi Financial Group's BRO Position: Q1 2026 in Review

Atomi Financial Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 8,101 shares — an estimated $646K sold.

Atomi Financial Group first reported a position in BRO in Q3 2024 and held it in 6 quarters. The position peaked at $1.25M in Q2 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Atomi Financial Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 8,101 Brown & Brown shares in Q1 2026, an estimated $646K.
  • Atomi Financial Group first reported a position in Brown & Brown in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's Brown & Brown position peaked at $1.25M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.