Curated Wealth Partners’s Brown & Brown BRO Stock Holding History

Curated Wealth 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	-2,597	Closed	-$207K	–	233
2025 Q4	$207K	Buy	+2,597	New	+$217K	0.02%	195

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Curated Wealth Partners's BRO Position: Q1 2026 in Review

Curated Wealth Partners sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 2,597 shares — an estimated $207K sold.

Curated Wealth Partners first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Curated Wealth Partners reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Curated Wealth Partners sold 2,597 Brown & Brown shares in Q1 2026, an estimated $207K.
Curated Wealth Partners first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
Curated Wealth Partners's Brown & Brown position peaked at $207K in Q4 2025.
816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.