Gibbs Wealth Management’s Brown & Brown BRO Stock Holding History

Gibbs Wealth 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	$313K	Buy	4,804 +763	+19%	+$55K	0.04%	380
2025 Q4	$326K	Sell	4,041 -544	-12%	-$45.4K	0.08%	263
2025 Q3	$430K	Sell	4,585 -9,285	-67%	-$905K	0.1%	222
2025 Q2	$1.54M	Sell	13,870 -401	-3%	-$45.1K	0.3%	73
2025 Q1	$1.78M	Buy	14,271 +2,181	+18%	+$244K	0.43%	52
2024 Q4	$1.23M	Buy	12,090 +2,240	+23%	+$239K	0.33%	70
2024 Q3	$1.02M	Buy	9,850 +1,107	+13%	+$110K	0.33%	71
2024 Q2	$782K	Buy	8,743 +6,050	+225%	+$525K	0.32%	78
2024 Q1	$236K	Buy	+2,693	New	+$216K	0.14%	163

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 $60.8B AUM 26.63% 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

Gibbs Wealth Management's BRO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Brown & Brown (BRO) stake by 19% in Q1 2026, buying an estimated $55K and bringing the position to 4,804 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #380.

Gibbs Wealth Management first reported a position in BRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q1 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Gibbs Wealth Management held 4,804 shares of Brown & Brown worth $313K as of Q1 2026.
Gibbs Wealth Management bought 763 Brown & Brown shares in Q1 2026, an estimated $55K.
Brown & Brown made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #380 holding.
Gibbs Wealth Management first reported a position in Brown & Brown in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Brown & Brown position peaked at $1.78M in Q1 2025.
814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.