Duncker Streett & Co’s Brown & Brown BRO Stock Holding History

Duncker Streett & Co’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	-93	Closed	-$7.41K	–	536
2025 Q4	$7.41K	Hold	93	–	–	﹤0.01%	437
2025 Q3	$8.72K	Hold	93	–	–	﹤0.01%	441
2025 Q2	$10.3K	Hold	93	–	–	﹤0.01%	426
2025 Q1	$11.6K	Hold	93	–	–	﹤0.01%	409
2024 Q4	$9.49K	Hold	93	–	–	﹤0.01%	446
2024 Q3	$9.63K	Hold	93	–	–	﹤0.01%	415
2024 Q2	$8.31K	Hold	93	–	–	﹤0.01%	421
2024 Q1	$8.14K	Hold	93	–	–	﹤0.01%	421
2023 Q4	$6.61K	Hold	93	–	–	﹤0.01%	425
2023 Q3	$6.5K	Hold	93	–	–	﹤0.01%	426
2023 Q2	$6.4K	Sell	93 -94	-50%	-$5.98K	﹤0.01%	423
2023 Q1	$10.7K	Sell	187 -93	-33%	-$5.34K	﹤0.01%	395
2022 Q4	$16K	Hold	280	–	–	﹤0.01%	388
2022 Q3	$17K	Hold	280	–	–	﹤0.01%	364
2022 Q2	$16K	Hold	280	–	–	﹤0.01%	381
2022 Q1	$20K	Hold	280	–	–	﹤0.01%	378
2021 Q4	$20K	Hold	280	–	–	﹤0.01%	410
2021 Q3	$16K	Hold	280	–	–	﹤0.01%	418
2021 Q2	$15K	Hold	280	–	–	﹤0.01%	431
2021 Q1	$13K	Buy	+280	New	+$12.9K	﹤0.01%	423
2015 Q2	–	Sell	-340	Closed	-$6K	–	625
2015 Q1	$6K	Hold	340	–	–	﹤0.01%	557
2014 Q4	$6K	Hold	340	–	–	﹤0.01%	554
2014 Q3	$5K	Buy	+340	New	+$5.38K	﹤0.01%	561

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 $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Duncker Streett & Co's BRO Position: Q1 2026 in Review

Duncker Streett & Co sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 93 shares — an estimated $7.41K sold.

Duncker Streett & Co first reported a position in BRO in Q3 2014 and held it in 23 quarters. The position peaked at $20K in Q1 2022. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Duncker Streett & Co reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Duncker Streett & Co sold 93 Brown & Brown shares in Q1 2026, an estimated $7.41K.
Duncker Streett & Co first reported a position in Brown & Brown in Q3 2014 and held it in 23 quarters.
Duncker Streett & Co's Brown & Brown position peaked at $20K in Q1 2022.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.