Benchmark Investment Advisors’s Brown & Brown BRO Stock Holding History

Benchmark Investment 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	$742K	Buy	+11,377	New	+$820K	0.43%	44
2025 Q3	$1.62M	Buy	+17,141	New	+$1.67M	0.94%	28
2025 Q1	$1.32M	Sell	10,648 -5,893	-36%	-$658K	0.86%	34
2024 Q4	$1.69M	Buy	16,541 +10,111	+157%	+$1.08M	1.1%	24
2024 Q3	$666K	Buy	6,430 +3,047	+90%	+$303K	0.47%	51
2024 Q2	$302K	Buy	+3,383	New	+$294K	0.22%	74

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

Benchmark Investment Advisors's BRO Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 11,377 shares worth $742K. The stake represents 0.43% of the portfolio and ranks #44 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in BRO as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in BRO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2024. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Benchmark Investment Advisors held 11,377 shares of Brown & Brown worth $742K as of Q1 2026.
Brown & Brown was a new Benchmark Investment Advisors position in Q1 2026.
Brown & Brown made up 0.43% of Benchmark Investment Advisors's portfolio in Q1 2026, its #44 holding.
Benchmark Investment Advisors first reported a position in Brown & Brown in Q2 2024 and has held it in 6 quarters since.
Benchmark Investment Advisors's Brown & Brown position peaked at $1.69M in Q4 2024.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.