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Fifth Third Wealth Advisors’s Brown & Brown BRO Stock Holding History

Fifth Third Wealth Advisors’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
-3,958
Closed -$315K – 817
2025
Q4 		$315K Sell
3,958
-2,565
-39% -$214K 0.01% 560
2025
Q3 		$612K Buy
6,523
+4,677
+253% +$456K 0.02% 327
2025
Q2 		$205K Sell
1,846
-36
-2% -$4.04K 0.01% 715
2025
Q1 		$234K Buy
+1,882
New +$210K 0.01% 606

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fifth Third Wealth Advisors's BRO Position: Q1 2026 in Review

Fifth Third Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,958 shares — an estimated $315K sold.

Fifth Third Wealth Advisors first reported a position in BRO in Q1 2025 and held it in 4 quarters. The position peaked at $612K in Q3 2025. 816 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Fifth Third Wealth Advisors reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 3,958 Brown & Brown shares in Q1 2026, an estimated $315K.
  • Fifth Third Wealth Advisors first reported a position in Brown & Brown in Q1 2025 and held it in 4 quarters.
  • Fifth Third Wealth Advisors's Brown & Brown position peaked at $612K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.