Focus Partners Wealth
BRO icon

Focus Partners Wealth’s Brown & Brown BRO Stock Holding History

Focus Partners Wealth’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
-9,595
Closed -$767K – 2667
2025
Q4 		$767K Sell
9,595
-4,390
-31% -$366K ﹤0.01% 1751
2025
Q3 		$1.31M Buy
13,985
+2,427
+21% +$237K ﹤0.01% 1179
2025
Q2 		$1.28M Buy
11,558
+409
+4% +$46K ﹤0.01% 1041
2025
Q1 		$1.39M Buy
11,149
+547
+5% +$61.1K ﹤0.01% 959
2024
Q4 		$1.08M Buy
10,602
+6,090
+135% +$650K ﹤0.01% 1029
2024
Q3 		$468K Buy
+4,512
New +$449K ﹤0.01% 1174

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 $3.37T 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 $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Focus Partners Wealth's BRO Position: Q1 2026 in Review

Focus Partners Wealth sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 9,595 shares — an estimated $767K sold.

Focus Partners Wealth first reported a position in BRO in Q3 2024 and held it in 6 quarters. The position peaked at $1.39M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Focus Partners Wealth reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 9,595 Brown & Brown shares in Q1 2026, an estimated $767K.
  • Focus Partners Wealth first reported a position in Brown & Brown in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Brown & Brown position peaked at $1.39M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.