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Evelyn Partners Investment Management Services’s Brown & Brown BRO Stock Holding History

Evelyn Partners Investment Management Services’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 		$26.2K Buy
402
+141
+54% +$10.2K ﹤0.01% 207
2025
Q4 		$20.8K Sell
261
-2,065
-89% -$172K ﹤0.01% 211
2025
Q3 		$218K Buy
2,326
+40
+2% +$3.9K 0.03% 126
2025
Q2 		$253K Sell
2,286
-471
-17% -$52.9K 0.04% 118
2025
Q1 		$343K Buy
2,757
+37
+1% +$4.13K 0.06% 104
2024
Q4 		$277K Buy
+2,720
New +$290K 0.05% 105

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Evelyn Partners Investment Management Services's BRO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Brown & Brown (BRO) stake by 54% in Q1 2026, buying an estimated $10.2K and bringing the position to 402 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Evelyn Partners Investment Management Services first reported a position in BRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q1 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 402 shares of Brown & Brown worth $26.2K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 141 Brown & Brown shares in Q1 2026, an estimated $10.2K.
  • Brown & Brown made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #207 holding.
  • Evelyn Partners Investment Management Services first reported a position in Brown & Brown in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Brown & Brown position peaked at $343K in Q1 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.