Cannell & Spears’s Brown & Brown BRO Stock Holding History

Cannell & Spears’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	$866K	Buy	13,284 +701	+6%	+$50.5K	0.02%	253
2025 Q4	$1M	Buy	12,583 +2,035	+19%	+$170K	0.02%	243
2025 Q3	$989K	Buy	10,548 +3,196	+43%	+$311K	0.02%	237
2025 Q2	$815K	Sell	7,352 -173	-2%	-$19.4K	0.02%	243
2025 Q1	$936K	Buy	7,525 +2	+0%	+$223	0.02%	228
2024 Q4	$767K	Sell	7,523 -7	-0.1%	-$747	0.02%	257
2024 Q3	$780K	Buy	7,530 +480	+7%	+$47.7K	0.02%	260
2024 Q2	$630K	Hold	7,050	–	–	0.01%	250
2024 Q1	$617K	Buy	+7,050	New	+$567K	0.01%	262
2019 Q2	–	Sell	-8,785	Closed	-$259K	–	179
2019 Q1	$259K	Hold	8,785	–	–	0.03%	144
2018 Q4	$242K	Buy	+8,785	New	+$248K	0.04%	145

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

Cannell & Spears's BRO Position: Q1 2026 in Review

Cannell & Spears increased its Brown & Brown (BRO) stake by 5.6% in Q1 2026, buying an estimated $50.5K and bringing the position to 13,284 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #253.

Cannell & Spears first reported a position in BRO in Q4 2018 and has held it in 11 quarters since. The position peaked at $1M in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Cannell & Spears held 13,284 shares of Brown & Brown worth $866K as of Q1 2026.
Cannell & Spears bought 701 Brown & Brown shares in Q1 2026, an estimated $50.5K.
Brown & Brown made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #253 holding.
Cannell & Spears first reported a position in Brown & Brown in Q4 2018 and has held it in 11 quarters since.
Cannell & Spears's Brown & Brown position peaked at $1M in Q4 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.