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Brendel Financial Advisors’s Brown & Brown BRO Stock Holding History

Brendel Financial 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 		– Sell
-2,943
Closed -$235K – 99
2025
Q4 		$235K Sell
2,943
-172
-6% -$14.4K 0.12% 95
2025
Q3 		$292K Sell
3,115
-163
-5% -$15.9K 0.15% 82
2025
Q2 		$363K Sell
3,278
-30,836
-90% -$3.47M 0.2% 72
2025
Q1 		$4.24M Sell
34,114
-450
-1% -$50.3K 2.58% 6
2024
Q4 		$3.53M Sell
34,564
-1,494
-4% -$160K 2.13% 16
2024
Q3 		$3.74M Sell
36,058
-716
-2% -$71.2K 2.12% 16
2024
Q2 		$3.29M Buy
+36,774
New +$3.19M 2.09% 12
2024
Q1 		– Sell
-46,557
Closed -$3.31M – 63
2023
Q4 		$3.31M Buy
+46,557
New +$3.33M 2.17% 14

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

Brendel Financial Advisors's BRO Position: Q1 2026 in Review

Brendel Financial Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,943 shares — an estimated $235K sold.

Brendel Financial Advisors first reported a position in BRO in Q4 2023 and held it in 8 quarters. The position peaked at $4.24M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Brendel Financial Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 2,943 Brown & Brown shares in Q1 2026, an estimated $235K.
  • Brendel Financial Advisors first reported a position in Brown & Brown in Q4 2023 and held it in 8 quarters.
  • Brendel Financial Advisors's Brown & Brown position peaked at $4.24M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.