D.A. Davidson & Co’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,674
| Closed | -$293K | – | 1576 |
|
|
2025
Q4 | $293K | Sell |
3,674
-19,396
| -84% | -$1.62M | ﹤0.01% | 1321 |
|
|
2025
Q3 | $2.16M | Sell |
23,070
-513
| -2% | -$50K | 0.01% | 619 |
|
|
2025
Q2 | $2.61M | Sell |
23,583
-5,714
| -20% | -$642K | 0.02% | 530 |
|
|
2025
Q1 | $3.64M | Sell |
29,297
-544
| -2% | -$60.8K | 0.03% | 393 |
|
|
2024
Q4 | $3.04M | Buy |
29,841
+361
| +1% | +$38.5K | 0.02% | 437 |
|
|
2024
Q3 | $3.05M | Buy |
29,480
+828
| +3% | +$82.3K | 0.03% | 440 |
|
|
2024
Q2 | $2.56M | Buy |
28,652
+4,769
| +20% | +$414K | 0.02% | 470 |
|
|
2024
Q1 | $2.09M | Sell |
23,883
-367
| -2% | -$29.5K | 0.02% | 519 |
|
|
2023
Q4 | $1.72M | Buy |
24,250
+368
| +2% | +$26.3K | 0.02% | 539 |
|
|
2023
Q3 | $1.67M | Sell |
23,882
-228
| -0.9% | -$16.3K | 0.02% | 523 |
|
|
2023
Q2 | $1.66M | Buy |
+24,110
| New | +$1.53M | 0.02% | 533 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$8K | – | 1192 |
|
|
2017
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 2095 |
|
|
2017
Q1 | $8K | Sell |
400
-9,302
| -96% | -$201K | ﹤0.01% | 2075 |
|
|
2016
Q4 | $217K | Sell |
9,702
-184
| -2% | -$3.74K | ﹤0.01% | 965 |
|
|
2016
Q3 | $186K | Buy |
9,886
+614
| +7% | +$11.4K | ﹤0.01% | 975 |
|
|
2016
Q2 | $172K | Buy |
9,272
+1,572
| +20% | +$27.9K | 0.01% | 894 |
|
|
2016
Q1 | $137K | Buy |
7,700
+784
| +11% | +$12.6K | ﹤0.01% | 988 |
|
|
2015
Q4 | $111K | Buy |
6,916
+186
| +3% | +$2.98K | ﹤0.01% | 1075 |
|
|
2015
Q3 | $104K | Sell |
6,730
-192
| -3% | -$3.15K | ﹤0.01% | 1083 |
|
|
2015
Q2 | $113K | Sell |
6,922
-48,932
| -88% | -$800K | ﹤0.01% | 1098 |
|
|
2015
Q1 | $923K | Sell |
55,854
-1,334
| -2% | -$21.5K | 0.03% | 419 |
|
|
2014
Q4 | $940K | Buy |
57,188
+444
| +0.8% | +$7.13K | 0.03% | 423 |
|
|
2014
Q3 | $911K | Sell |
56,744
-33,226
| -37% | -$526K | 0.03% | 440 |
|
|
2014
Q2 | $1.38M | Buy |
89,970
+3,724
| +4% | +$56K | 0.05% | 349 |
|
|
2014
Q1 | $1.32M | Buy |
86,246
+79,162
| +1,117% | +$1.22M | 0.05% | 334 |
|
|
2013
Q4 | $111K | Buy |
7,084
+2,092
| +42% | +$33.2K | ﹤0.01% | 1021 |
|
|
2013
Q3 | $80K | Sell |
4,992
-200
| -4% | -$3.27K | ﹤0.01% | 980 |
|
|
2013
Q2 | $83K | Buy |
+5,192
| New | +$82.1K | ﹤0.01% | 936 |
|
Other funds holding BRO
D.A. Davidson & Co's BRO Position: Q1 2026 in Review
D.A. Davidson & Co sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,674 shares — an estimated $293K sold.
D.A. Davidson & Co first reported a position in BRO in Q2 2013 and held it in 28 quarters. The position peaked at $3.64M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.
- D.A. Davidson & Co reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
- D.A. Davidson & Co sold 3,674 Brown & Brown shares in Q1 2026, an estimated $293K.
- D.A. Davidson & Co first reported a position in Brown & Brown in Q2 2013 and held it in 28 quarters.
- D.A. Davidson & Co's Brown & Brown position peaked at $3.64M in Q1 2025.
- 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.