Delta Global Management’s Brown & Brown BRO Stock Holding History

Delta Global 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	$2.01M	Buy	30,835 +4,607	+18%	+$332K	0.16%	105
2025 Q4	$2.09M	Buy	26,228 +200	+0.8%	+$16.7K	0.15%	119
2025 Q3	$2.44M	Buy	+26,028	New	+$2.54M	0.18%	109

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Delta Global Management's BRO Position: Q1 2026 in Review

Delta Global Management increased its Brown & Brown (BRO) stake by 18% in Q1 2026, buying an estimated $332K and bringing the position to 30,835 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #105.

Delta Global Management first reported a position in BRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q3 2025. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Delta Global Management held 30,835 shares of Brown & Brown worth $2.01M as of Q1 2026.
Delta Global Management bought 4,607 Brown & Brown shares in Q1 2026, an estimated $332K.
Brown & Brown made up 0.16% of Delta Global Management's portfolio in Q1 2026, its #105 holding.
Delta Global Management first reported a position in Brown & Brown in Q3 2025 and has held it in 3 quarters since.
Delta Global Management's Brown & Brown position peaked at $2.44M in Q3 2025.
810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.