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Bellevue Asset Management’s Brown & Brown BRO Stock Holding History

Bellevue Asset Management’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
-55
Closed -$4.38K – 393
2025
Q4 		$4.38K Buy
55
+1
+2% +$83 ﹤0.01% 355
2025
Q3 		$5.06K Buy
54
+8
+17% +$780 ﹤0.01% 342
2025
Q2 		$5.1K Sell
46
-3
-6% -$337 ﹤0.01% 340
2025
Q1 		$6.09K Hold
49
– – ﹤0.01% 311
2024
Q4 		$5K Sell
49
-2
-4% -$214 ﹤0.01% 347
2024
Q3 		$5.28K Hold
51
– – ﹤0.01% 318
2024
Q2 		$4.56K Hold
51
– – ﹤0.01% 327
2024
Q1 		$4.46K Hold
51
– – ﹤0.01% 323
2023
Q4 		$3.63K Buy
51
+2
+4% +$143 ﹤0.01% 335
2023
Q3 		$3.42K Hold
49
– – ﹤0.01% 329
2023
Q2 		$3.37K Buy
49
+1
+2% +$64 ﹤0.01% 347
2023
Q1 		$2.76K Buy
48
+5
+12% +$287 ﹤0.01% 379
2022
Q4 		$2.43K Buy
43
+5
+13% +$292 ﹤0.01% 379
2022
Q3 		$2K Buy
38
+2
+6% +$126 ﹤0.01% 391
2022
Q2 		$2K Buy
36
+4
+13% +$246 ﹤0.01% 393
2022
Q1 		$2K Hold
32
– – ﹤0.01% 443
2021
Q4 		$2K Hold
32
– – ﹤0.01% 480
2021
Q3 		$2K Hold
32
– – ﹤0.01% 506
2021
Q2 		$2K Hold
32
– – ﹤0.01% 507
2021
Q1 		$1K Sell
32
-4
-11% -$184 ﹤0.01% 622
2020
Q4 		$2K Buy
+36
New +$1.66K ﹤0.01% 576
2020
Q3 		– Sell
-39
Closed -$2K – 612
2020
Q2 		$2K Sell
39
-2
-5% -$77 ﹤0.01% 527
2020
Q1 		$1K Sell
41
-8
-16% -$338 ﹤0.01% 552
2019
Q4 		$2K Buy
+49
New +$1.84K ﹤0.01% 424

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

Bellevue Asset Management's BRO Position: Q1 2026 in Review

Bellevue Asset Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 55 shares — an estimated $4.38K sold.

Bellevue Asset Management first reported a position in BRO in Q4 2019 and held it in 24 quarters. The position peaked at $6.09K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Bellevue Asset Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 55 Brown & Brown shares in Q1 2026, an estimated $4.38K.
  • Bellevue Asset Management first reported a position in Brown & Brown in Q4 2019 and held it in 24 quarters.
  • Bellevue Asset Management's Brown & Brown position peaked at $6.09K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.