Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brown & Brown BRO Stock Holding History

Carson Wealth (CWM LLC)’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 		$537K Sell
8,239
-1,986
-19% -$143K ﹤0.01% 1962
2025
Q4 		$815K Sell
10,225
-52,320
-84% -$4.37M ﹤0.01% 1618
2025
Q3 		$5.87M Buy
62,545
+56,265
+896% +$5.48M 0.02% 649
2025
Q2 		$696K Sell
6,280
-62
-1% -$6.97K ﹤0.01% 1438
2025
Q1 		$789K Buy
6,342
+227
+4% +$25.4K ﹤0.01% 1267
2024
Q4 		$624K Sell
6,115
-10
-0.2% -$1.07K ﹤0.01% 1293
2024
Q3 		$635K Buy
6,125
+3
+0% +$298 ﹤0.01% 1224
2024
Q2 		$547K Sell
6,122
-195
-3% -$16.9K ﹤0.01% 1157
2024
Q1 		$553K Buy
6,317
+889
+16% +$71.5K ﹤0.01% 1093
2023
Q4 		$386K Buy
5,428
+564
+12% +$40.3K ﹤0.01% 1153
2023
Q3 		$340K Sell
4,864
-58
-1% -$4.14K ﹤0.01% 1113
2023
Q2 		$339K Sell
4,922
-122
-2% -$7.76K ﹤0.01% 1067
2023
Q1 		$290K Buy
5,044
+695
+16% +$39.9K ﹤0.01% 1067
2022
Q4 		$248K Sell
4,349
-819
-16% -$47.9K ﹤0.01% 1019
2022
Q3 		$313K Buy
5,168
+388
+8% +$24.4K ﹤0.01% 900
2022
Q2 		$279K Buy
4,780
+603
+14% +$37K ﹤0.01% 913
2022
Q1 		$302K Buy
4,177
+1,208
+41% +$81K ﹤0.01% 880
2021
Q4 		$209K Buy
+2,969
New +$192K ﹤0.01% 1005
2021
Q2 		$115K Hold
2,168
– – ﹤0.01% 1087
2021
Q1 		$115K Hold
2,168
– – ﹤0.01% 1087
2020
Q4 		$115K Hold
2,168
– – ﹤0.01% 1087
2020
Q3 		$115K Hold
2,168
– – ﹤0.01% 1087
2020
Q2 		$115K Hold
2,168
– – ﹤0.01% 1087
2020
Q1 		$115K Hold
2,168
– – ﹤0.01% 1087
2019
Q4 		$115K Hold
2,168
– – ﹤0.01% 1087
2019
Q3 		$115K Hold
2,168
– – ﹤0.01% 1087
2019
Q2 		$115K Hold
2,168
– – ﹤0.01% 1087
2019
Q1 		$115K Buy
+2,168
New +$61.9K ﹤0.01% 1087
2017
Q4 		– Sell
-66
Closed -$2K – 1462
2017
Q3 		$2K Buy
+66
New +$1.48K ﹤0.01% 1268

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 $1.9T AUM 41.92% 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 $19.5B AUM 17.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BRO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Brown & Brown (BRO) stake by 19% in Q1 2026, selling an estimated $143K and leaving 8,239 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Carson Wealth (CWM LLC) first reported a position in BRO in Q3 2017 and has held it in 29 quarters since. The position peaked at $5.87M in Q3 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,239 shares of Brown & Brown worth $537K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,986 Brown & Brown shares in Q1 2026, an estimated $143K.
  • Brown & Brown made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1962 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brown & Brown in Q3 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Brown & Brown position peaked at $5.87M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.