First National Advisers’s Brown & Brown BRO Stock Holding History

First National Advisers’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	-35,009	Closed	-$2.79M	–	242
2025 Q4	$2.79M	Sell	35,009 -1,089	-3%	-$90.9K	0.38%	72
2025 Q3	$3.39M	Buy	36,098 +857	+2%	+$83.5K	0.46%	62
2025 Q2	$3.91M	Sell	35,241 -21	-0.1%	-$2.36K	0.57%	49
2025 Q1	$4.39M	Buy	35,262 +2,716	+8%	+$303K	0.7%	37
2024 Q4	$3.32M	Sell	32,546 -3,385	-9%	-$361K	0.54%	51
2024 Q3	$3.72M	Buy	35,931 +1,641	+5%	+$163K	0.59%	47
2024 Q2	$3.07M	Sell	34,290 -5,485	-14%	-$476K	0.56%	55
2024 Q1	$3.01M	Buy	39,775 +7,932	+25%	+$638K	0.67%	43
2023 Q4	$2.26M	Buy	31,843 +7,834	+33%	+$560K	0.65%	51
2023 Q3	$1.68M	Buy	24,009 +8,275	+53%	+$590K	0.75%	39
2023 Q2	$1.08M	Buy	15,734 +63	+0.4%	+$4.01K	1%	31
2023 Q1	$900K	Buy	15,671 +2,440	+18%	+$140K	1.02%	35
2022 Q4	$754K	Buy	13,231 +3,941	+42%	+$230K	0.97%	37
2022 Q3	$562K	Buy	9,290 +2,710	+41%	+$171K	0.83%	43
2022 Q2	$384K	Buy	+6,580	New	+$404K	0.8%	48

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

First National Advisers's BRO Position: Q1 2026 in Review

First National Advisers sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 35,009 shares — an estimated $2.79M sold.

First National Advisers first reported a position in BRO in Q2 2022 and held it in 15 quarters. The position peaked at $4.39M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

First National Advisers reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
First National Advisers sold 35,009 Brown & Brown shares in Q1 2026, an estimated $2.79M.
First National Advisers first reported a position in Brown & Brown in Q2 2022 and held it in 15 quarters.
First National Advisers's Brown & Brown position peaked at $4.39M in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.