Frazier Financial Advisors’s Brown & Brown BRO Stock Holding History

Frazier Financial 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	$9.78K	Hold	150	–	–	0.01%	416
2025 Q4	$12K	Hold	150	–	–	0.01%	334
2025 Q3	$14.1K	Hold	150	–	–	0.01%	307
2025 Q2	$16.6K	Hold	150	–	–	0.01%	282
2025 Q1	$18.7K	Hold	150	–	–	0.01%	254
2024 Q4	$15.3K	Hold	150	–	–	0.01%	275
2024 Q3	$15.5K	Hold	150	–	–	0.01%	291
2024 Q2	$13.4K	Hold	150	–	–	0.01%	374
2024 Q1	$13.1K	Hold	150	–	–	0.01%	349
2023 Q4	$10.7K	Buy	+150	New	+$10.7K	0.01%	334

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Frazier Financial Advisors's BRO Position: Q1 2026 in Review

Frazier Financial Advisors held its Brown & Brown (BRO) position steady in Q1 2026 at 150 shares worth $9.78K. The position accounts for 0.01% of the portfolio, ranked #416.

Frazier Financial Advisors first reported a position in BRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.7K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Frazier Financial Advisors held 150 shares of Brown & Brown worth $9.78K as of Q1 2026.
Frazier Financial Advisors left its Brown & Brown share count unchanged in Q1 2026.
Brown & Brown made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #416 holding.
Frazier Financial Advisors first reported a position in Brown & Brown in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Brown & Brown position peaked at $18.7K in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.