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Brighton Securities’s Brown & Brown BRO Stock Holding History

Brighton Securities’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
-2,867
Closed -$229K – 49
2025
Q4 		$229K Sell
2,867
-79
-3% -$6.59K 0.11% 38
2025
Q3 		$276K Sell
2,946
-729
-20% -$71K 0.14% 32
2025
Q2 		$407K Sell
3,675
-1,755
-32% -$197K 0.22% 28
2025
Q1 		$675K Sell
5,430
-215
-4% -$24K 0.33% 14
2024
Q4 		$576K Buy
+5,645
New +$603K 0.28% 16

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

Brighton Securities's BRO Position: Q1 2026 in Review

Brighton Securities sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,867 shares — an estimated $229K sold.

Brighton Securities first reported a position in BRO in Q4 2024 and held it in 5 quarters. The position peaked at $675K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Brighton Securities reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Brighton Securities sold 2,867 Brown & Brown shares in Q1 2026, an estimated $229K.
  • Brighton Securities first reported a position in Brown & Brown in Q4 2024 and held it in 5 quarters.
  • Brighton Securities's Brown & Brown position peaked at $675K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Brighton Securities's 13F filing for Q1 2026, filed 29 Apr 2026.