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Golden State Wealth Management’s Brown & Brown BRO Stock Holding History

Golden State 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 		– Sell
-32
Closed -$2.56K – 1633
2025
Q4 		$2.56K Hold
32
– – ﹤0.01% 1348
2025
Q3 		$3K Buy
+32
New +$3.12K ﹤0.01% 1333

Other funds holding BRO

BlackRock
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Vanguard Capital Management
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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

Golden State Wealth Management's BRO Position: Q1 2026 in Review

Golden State Wealth Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 32 shares — an estimated $2.56K sold.

Golden State Wealth Management first reported a position in BRO in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 814 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Golden State Wealth Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 32 Brown & Brown shares in Q1 2026, an estimated $2.56K.
  • Golden State Wealth Management first reported a position in Brown & Brown in Q3 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Brown & Brown position peaked at $3K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.