Elyxium Wealth’s Brown & Brown BRO Stock Holding History

Elyxium Wealth’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	-236	Closed	-$18.8K	–	305
2025 Q4	$18.8K	Buy	+236	New	+$19.7K	0.01%	605

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.61T AUM 30.72% 1-Year Est. Return

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

Elyxium Wealth's BRO Position: Q1 2026 in Review

Elyxium Wealth sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 236 shares — an estimated $18.8K sold.

Elyxium Wealth first reported a position in BRO in Q4 2025 and held it in 1 quarter. The position peaked at $18.8K in Q4 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Elyxium Wealth reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 236 Brown & Brown shares in Q1 2026, an estimated $18.8K.
Elyxium Wealth first reported a position in Brown & Brown in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Brown & Brown position peaked at $18.8K in Q4 2025.
812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.