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Harbor Capital Advisors’s Brown & Brown BRO Stock Holding History

Harbor Capital 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 		$318K Buy
+4,874
New +$351K 0.03% 557
2025
Q1 		– Sell
-4,664
Closed -$476K – 1424
2024
Q4 		$476K Buy
4,664
+113
+2% +$12.1K 0.02% 566
2024
Q3 		$471K Buy
4,551
+20
+0.4% +$1.99K 0.02% 579
2024
Q2 		$405K Buy
4,531
+12
+0.3% +$1.04K 0.03% 568
2024
Q1 		$396K Buy
+4,519
New +$363K 0.05% 458

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Harbor Capital Advisors's BRO Position: Q1 2026 in Review

Harbor Capital Advisors opened a new position in Brown & Brown (BRO) in Q1 2026: 4,874 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #557 among its holdings. This is a return to the name: Harbor Capital Advisors previously reported a position in BRO as recently as Q4 2024.

Harbor Capital Advisors first reported a position in BRO in Q1 2024 and has held it in 5 quarters since. The position peaked at $476K in Q4 2024. 810 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Harbor Capital Advisors held 4,874 shares of Brown & Brown worth $318K as of Q1 2026.
  • Brown & Brown was a new Harbor Capital Advisors position in Q1 2026.
  • Brown & Brown made up 0.03% of Harbor Capital Advisors's portfolio in Q1 2026, its #557 holding.
  • Harbor Capital Advisors first reported a position in Brown & Brown in Q1 2024 and has held it in 5 quarters since.
  • Harbor Capital Advisors's Brown & Brown position peaked at $476K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.