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Brooklyn Investment Group’s Brown & Brown BRO Stock Holding History

Brooklyn Investment Group’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 		$706K Sell
10,823
-6,467
-37% -$466K 0.02% 777
2025
Q4 		$1.4M Buy
17,290
+11,460
+197% +$956K 0.06% 246
2025
Q3 		$639K Buy
5,830
+47
+0.8% +$4.58K 0.09% 227
2025
Q2 		$641K Buy
5,783
+4,731
+450% +$532K 0.08% 232
2025
Q1 		$131K Buy
1,052
+608
+137% +$67.9K 0.03% 452
2024
Q4 		$45.2K Buy
444
+191
+75% +$20.4K 0.01% 559
2024
Q3 		$26.2K Buy
+253
New +$25.2K 0.01% 606

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 $60.8B AUM 26.63% 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

Brooklyn Investment Group's BRO Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Brown & Brown (BRO) stake by 37% in Q1 2026, selling an estimated $466K and leaving 10,823 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #777.

Brooklyn Investment Group first reported a position in BRO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Brooklyn Investment Group held 10,823 shares of Brown & Brown worth $706K as of Q1 2026.
  • Brooklyn Investment Group sold 6,467 Brown & Brown shares in Q1 2026, an estimated $466K.
  • Brown & Brown made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #777 holding.
  • Brooklyn Investment Group first reported a position in Brown & Brown in Q3 2024 and has held it in 7 quarters since.
  • Brooklyn Investment Group's Brown & Brown position peaked at $1.4M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.