Forum Financial Management’s Brown & Brown BRO Stock Holding History

Forum Financial 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	-3,470	Closed	-$277K	–	427
2025 Q4	$277K	Sell	3,470 -1,257	-27%	-$105K	﹤0.01%	789
2025 Q3	$443K	Sell	4,727 -1	-0%	-$97	0.01%	518
2025 Q2	$524K	Buy	4,728 +14	+0.3%	+$1.57K	0.01%	387
2025 Q1	$586K	Hold	4,714	–	–	0.01%	320
2024 Q4	$481K	Buy	4,714 +1	+0%	+$107	0.01%	393
2024 Q3	$488K	Buy	4,713 +2	+0%	+$199	0.01%	339
2024 Q2	$421K	Buy	4,711 +4	+0.1%	+$347	0.01%	358
2024 Q1	$412K	Hold	4,707	–	–	0.01%	389
2023 Q4	$335K	Sell	4,707 -19	-0.4%	-$1.36K	0.01%	412
2023 Q3	$330K	Hold	4,726	–	–	0.01%	398
2023 Q2	$325K	Buy	4,726 +19	+0.4%	+$1.21K	0.01%	405
2023 Q1	$270K	Hold	4,707	–	–	0.01%	440
2022 Q4	$268K	Sell	4,707 -112	-2%	-$6.55K	0.01%	427
2022 Q3	$291K	Hold	4,819	–	–	0.01%	356
2022 Q2	$281K	Buy	4,819 +112	+2%	+$6.87K	0.01%	374
2022 Q1	$340K	Sell	4,707 -73	-2%	-$4.9K	0.02%	341
2021 Q4	$336K	Buy	+4,780	New	+$308K	0.02%	360

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

Forum Financial Management's BRO Position: Q1 2026 in Review

Forum Financial Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 3,470 shares — an estimated $277K sold.

Forum Financial Management first reported a position in BRO in Q4 2021 and held it in 17 quarters. The position peaked at $586K in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Forum Financial Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,470 Brown & Brown shares in Q1 2026, an estimated $277K.
Forum Financial Management first reported a position in Brown & Brown in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Brown & Brown position peaked at $586K in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.