Envestnet Portfolio Solutions’s Brown & Brown BRO Stock Holding History

Envestnet Portfolio Solutions’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	-11,129	Closed	-$887K	–	1311
2025 Q4	$887K	Sell	11,129 -1,845	-14%	-$154K	﹤0.01%	796
2025 Q3	$1.22M	Sell	12,974 -1,376	-10%	-$134K	﹤0.01%	679
2025 Q2	$1.59M	Buy	14,350 +5,584	+64%	+$627K	0.01%	638
2025 Q1	$1.09M	Sell	8,766 -2,368	-21%	-$265K	﹤0.01%	768
2024 Q4	$1.14M	Sell	11,134 -5,525	-33%	-$590K	﹤0.01%	868
2024 Q3	$1.73M	Sell	16,659 -787	-5%	-$78.3K	0.01%	713
2024 Q2	$1.56M	Buy	17,446 +728	+4%	+$63.2K	0.01%	714
2024 Q1	$1.46M	Buy	16,718 +1,416	+9%	+$114K	0.01%	726
2023 Q4	$1.09M	Buy	15,302 +10,301	+206%	+$736K	﹤0.01%	773
2023 Q3	$349K	Buy	+5,001	New	+$357K	﹤0.01%	1150

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

Envestnet Portfolio Solutions's BRO Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 11,129 shares — an estimated $887K sold.

Envestnet Portfolio Solutions first reported a position in BRO in Q3 2023 and held it in 10 quarters. The position peaked at $1.73M in Q3 2024. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,129 Brown & Brown shares in Q1 2026, an estimated $887K.
Envestnet Portfolio Solutions first reported a position in Brown & Brown in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Brown & Brown position peaked at $1.73M in Q3 2024.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.