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Aware Super’s Brown & Brown BRO Stock Holding History

Aware Super’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 		$477K Buy
+7,308
New +$527K 0.01% 226
2025
Q3 		$21.4M Buy
228,374
+45,705
+25% +$4.45M 0.3% 95
2025
Q2 		$20.3M Buy
182,669
+32,494
+22% +$3.65M 0.3% 98
2025
Q1 		$18.7M Buy
150,175
+138,525
+1,189% +$15.5M 0.32% 97
2024
Q4 		$1.19M Buy
+11,650
New +$1.24M 0.02% 226
2023
Q4 		$18.2M Buy
+228,374
New +$16.3M 0.24% 103

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aware Super's BRO Position: Q1 2026 in Review

Aware Super opened a new position in Brown & Brown (BRO) in Q1 2026: 7,308 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Aware Super previously reported a position in BRO as recently as Q3 2025.

Aware Super first reported a position in BRO in Q4 2023 and has held it in 6 quarters since. The position peaked at $21.4M in Q3 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Aware Super held 7,308 shares of Brown & Brown worth $477K as of Q1 2026.
  • Brown & Brown was a new Aware Super position in Q1 2026.
  • Brown & Brown made up 0.01% of Aware Super's portfolio in Q1 2026, its #226 holding.
  • Aware Super first reported a position in Brown & Brown in Q4 2023 and has held it in 6 quarters since.
  • Aware Super's Brown & Brown position peaked at $21.4M in Q3 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.