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Congress Asset Management’s Brown & Brown BRO Stock Holding History

Congress Asset 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 		– Sell
-580,610
Closed -$46.3M – 420
2025
Q4 		$46.3M Sell
580,610
-89,057
-13% -$7.43M 0.33% 106
2025
Q3 		$62.8M Sell
669,667
-170,821
-20% -$16.6M 0.42% 92
2025
Q2 		$93.2M Sell
840,488
-270,233
-24% -$30.4M 0.64% 54
2025
Q1 		$138M Sell
1,110,721
-164,163
-13% -$18.3M 1.03% 25
2024
Q4 		$130M Sell
1,274,884
-87,125
-6% -$9.3M 0.88% 34
2024
Q3 		$141M Sell
1,362,009
-15,176
-1% -$1.51M 0.96% 28
2024
Q2 		$123M Sell
1,377,185
-20,411
-1% -$1.77M 0.88% 43
2024
Q1 		$122M Buy
1,397,596
+238,193
+21% +$19.1M 0.87% 48
2023
Q4 		$82.4M Buy
+1,159,403
New +$82.9M 0.65% 72

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 $3.37T AUM 44.26% 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

Congress Asset Management's BRO Position: Q1 2026 in Review

Congress Asset Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 580,610 shares — an estimated $46.3M sold.

Congress Asset Management first reported a position in BRO in Q4 2023 and held it in 9 quarters. The position peaked at $141M in Q3 2024. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Congress Asset Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Congress Asset Management sold 580,610 Brown & Brown shares in Q1 2026, an estimated $46.3M.
  • Congress Asset Management first reported a position in Brown & Brown in Q4 2023 and held it in 9 quarters.
  • Congress Asset Management's Brown & Brown position peaked at $141M in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.