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CBIZ Investment Advisory Services’s Brown & Brown BRO Stock Holding History

CBIZ Investment Advisory Services’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
-34
Closed -$2.71K – 455
2025
Q4 		$2.71K Buy
+34
New +$2.84K ﹤0.01% 602
2025
Q2 		– Sell
-4
Closed -$498 – 744
2025
Q1 		$498 Buy
+4
New +$447 ﹤0.01% 559

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's BRO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 34 shares — an estimated $2.71K sold.

CBIZ Investment Advisory Services first reported a position in BRO in Q1 2025 and held it in 2 quarters. The position peaked at $2.71K in Q4 2025. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 34 Brown & Brown shares in Q1 2026, an estimated $2.71K.
  • CBIZ Investment Advisory Services first reported a position in Brown & Brown in Q1 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Brown & Brown position peaked at $2.71K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.