Chaney Capital Management’s Brown & Brown BRO Stock Holding History

Chaney Capital Management’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	$708K	Hold	10,864	–	–	0.25%	21
2025 Q4	$866K	Hold	10,864	–	–	0.3%	20
2025 Q3	$1.02M	Hold	10,864	–	–	0.36%	20
2025 Q2	$1.2M	Hold	10,864	–	–	0.47%	17
2025 Q1	$1.35M	Hold	10,864	–	–	0.6%	16
2024 Q4	$1.11M	Hold	10,864	–	–	0.52%	17
2024 Q3	$1.13M	Hold	10,864	–	–	0.63%	15
2024 Q2	$971K	Hold	10,864	–	–	0.64%	16
2024 Q1	$951K	Hold	10,864	–	–	0.76%	13
2023 Q4	$773K	Buy	+10,864	New	+$777K	0.69%	14

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

Chaney Capital Management's BRO Position: Q1 2026 in Review

Chaney Capital Management held its Brown & Brown (BRO) position steady in Q1 2026 at 10,864 shares worth $708K. The position accounts for 0.25% of the portfolio, ranked #21.

Chaney Capital Management first reported a position in BRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Chaney Capital Management held 10,864 shares of Brown & Brown worth $708K as of Q1 2026.
Chaney Capital Management left its Brown & Brown share count unchanged in Q1 2026.
Brown & Brown made up 0.25% of Chaney Capital Management's portfolio in Q1 2026, its #21 holding.
Chaney Capital Management first reported a position in Brown & Brown in Q4 2023 and has held it in 10 quarters since.
Chaney Capital Management's Brown & Brown position peaked at $1.35M in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.