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Cornerstone Investment Partners’s Brown & Brown BRO Stock Holding History

Cornerstone Investment Partners’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
-4,112
Closed -$328K – 297
2025
Q4 		$328K Buy
+4,112
New +$343K 0.01% 95

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State Street
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First Eagle Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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Cornerstone Investment Partners's BRO Position: Q1 2026 in Review

Cornerstone Investment Partners sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 4,112 shares — an estimated $328K sold.

Cornerstone Investment Partners first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Cornerstone Investment Partners reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Investment Partners sold 4,112 Brown & Brown shares in Q1 2026, an estimated $328K.
  • Cornerstone Investment Partners first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
  • Cornerstone Investment Partners's Brown & Brown position peaked at $328K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.