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Basepoint Wealth’s Brown & Brown BRO Stock Holding History

Basepoint 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 		$21.7K Hold
333
– – 0.01% 323
2025
Q4 		$26.5K Buy
+333
New +$27.8K 0.02% 277

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

Basepoint Wealth's BRO Position: Q1 2026 in Review

Basepoint Wealth held its Brown & Brown (BRO) position steady in Q1 2026 at 333 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #323.

Basepoint Wealth first reported a position in BRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.5K in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Basepoint Wealth held 333 shares of Brown & Brown worth $21.7K as of Q1 2026.
  • Basepoint Wealth left its Brown & Brown share count unchanged in Q1 2026.
  • Brown & Brown made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #323 holding.
  • Basepoint Wealth first reported a position in Brown & Brown in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Brown & Brown position peaked at $26.5K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.