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Capital Investment Advisors’s Brown & Brown BRO Stock Holding History

Capital Investment 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 		$845K Sell
12,956
-522
-4% -$37.6K 0.01% 378
2025
Q4 		$1.07M Sell
13,478
-1,671
-11% -$139K 0.02% 332
2025
Q3 		$1.42M Buy
15,149
+328
+2% +$32K 0.02% 288
2025
Q2 		$1.64M Sell
14,821
-682
-4% -$76.6K 0.03% 259
2025
Q1 		$1.93M Buy
+15,503
New +$1.73M 0.04% 218

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

Capital Investment Advisors's BRO Position: Q1 2026 in Review

Capital Investment Advisors reduced its Brown & Brown (BRO) stake by 3.9% in Q1 2026, selling an estimated $37.6K and leaving 12,956 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #378.

Capital Investment Advisors first reported a position in BRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.93M in Q1 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Capital Investment Advisors held 12,956 shares of Brown & Brown worth $845K as of Q1 2026.
  • Capital Investment Advisors sold 522 Brown & Brown shares in Q1 2026, an estimated $37.6K.
  • Brown & Brown made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #378 holding.
  • Capital Investment Advisors first reported a position in Brown & Brown in Q1 2025 and has held it in 5 quarters since.
  • Capital Investment Advisors's Brown & Brown position peaked at $1.93M in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.