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Boston Family Office’s Brown & Brown BRO Stock Holding History

Boston Family Office’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 		$200K Sell
3,070
-215
-7% -$15.5K 0.01% 308
2025
Q4 		$262K Hold
3,285
– – 0.02% 277
2025
Q3 		$308K Buy
3,285
+855
+35% +$83.3K 0.02% 246
2025
Q2 		$269K Buy
2,430
+80
+3% +$8.99K 0.02% 249
2025
Q1 		$292K Buy
+2,350
New +$263K 0.02% 242

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

Boston Family Office's BRO Position: Q1 2026 in Review

Boston Family Office reduced its Brown & Brown (BRO) stake by 6.5% in Q1 2026, selling an estimated $15.5K and leaving 3,070 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #308.

Boston Family Office first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Boston Family Office held 3,070 shares of Brown & Brown worth $200K as of Q1 2026.
  • Boston Family Office sold 215 Brown & Brown shares in Q1 2026, an estimated $15.5K.
  • Brown & Brown made up 0.01% of Boston Family Office's portfolio in Q1 2026, its #308 holding.
  • Boston Family Office first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • Boston Family Office's Brown & Brown position peaked at $308K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.