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Cynosure Group’s Brown & Brown BRO Stock Holding History

Cynosure Group’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
-10,574
Closed -$843K – 240
2025
Q4 		$843K Buy
10,574
+7,018
+197% +$586K 0.09% 83
2025
Q3 		$334K Hold
3,556
– – 0.04% 330
2025
Q2 		$394K Buy
3,556
+689
+24% +$77.4K 0.04% 305
2025
Q1 		$357K Buy
2,867
+1
+0% +$112 0.05% 210
2024
Q4 		$292K Sell
2,866
-735
-20% -$78.5K 0.04% 282
2024
Q3 		$373K Sell
3,601
-498
-12% -$49.5K 0.05% 265
2024
Q2 		$366K Buy
4,099
+470
+13% +$40.8K 0.06% 301
2024
Q1 		$318K Buy
+3,629
New +$292K 0.06% 255

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Cynosure Group's BRO Position: Q1 2026 in Review

Cynosure Group sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 10,574 shares — an estimated $843K sold.

Cynosure Group first reported a position in BRO in Q1 2024 and held it in 8 quarters. The position peaked at $843K in Q4 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Cynosure Group reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 10,574 Brown & Brown shares in Q1 2026, an estimated $843K.
  • Cynosure Group first reported a position in Brown & Brown in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's Brown & Brown position peaked at $843K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.