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Ferguson Wellman Capital Management’s Brown & Brown BRO Stock Holding History

Ferguson Wellman Capital 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 		– Sell
-6,547
Closed -$522K – 409
2025
Q4 		$522K Sell
6,547
-312,208
-98% -$26M 0.01% 246
2025
Q3 		$29.9M Sell
318,755
-1,076
-0.3% -$105K 0.49% 48
2025
Q2 		$35.5M Buy
319,831
+7,715
+2% +$867K 0.62% 46
2025
Q1 		$38.8M Buy
312,116
+7,725
+3% +$863K 0.75% 42
2024
Q4 		$31.1M Sell
304,391
-3,001
-1% -$320K 0.59% 47
2024
Q3 		$31.8M Buy
307,392
+1,189
+0.4% +$118K 0.62% 46
2024
Q2 		$27.4M Sell
306,203
-18,420
-6% -$1.6M 0.56% 50
2024
Q1 		$28.4M Buy
324,623
+7,835
+2% +$630K 0.58% 47
2023
Q4 		$22.5M Buy
316,788
+13,941
+5% +$996K 0.5% 57
2023
Q3 		$21.2M Buy
302,847
+6,515
+2% +$465K 0.52% 56
2023
Q2 		$20.4M Buy
296,332
+3,979
+1% +$253K 0.48% 62
2023
Q1 		$16.8M Buy
292,353
+10,453
+4% +$601K 0.42% 67
2022
Q4 		$16.1M Sell
281,900
-10,201
-3% -$597K 0.42% 67
2022
Q3 		$17.7M Buy
292,101
+7,208
+3% +$454K 0.69% 48
2022
Q2 		$16.6M Buy
284,893
+7,620
+3% +$468K 0.62% 51
2022
Q1 		$20M Buy
277,273
+4,103
+2% +$275K 0.63% 51
2021
Q4 		$19.2M Buy
+273,170
New +$17.6M 0.56% 55

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Ferguson Wellman Capital Management's BRO Position: Q1 2026 in Review

Ferguson Wellman Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 6,547 shares — an estimated $522K sold.

Ferguson Wellman Capital Management first reported a position in BRO in Q4 2021 and held it in 17 quarters. The position peaked at $38.8M in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Ferguson Wellman Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 6,547 Brown & Brown shares in Q1 2026, an estimated $522K.
  • Ferguson Wellman Capital Management first reported a position in Brown & Brown in Q4 2021 and held it in 17 quarters.
  • Ferguson Wellman Capital Management's Brown & Brown position peaked at $38.8M in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.