HIA
BRO icon

Harbor Investment Advisory’s Brown & Brown BRO Stock Holding History

Harbor Investment Advisory’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
-77
Closed -$6.14K – 1245
2025
Q4 		$6.14K Buy
+77
New +$6.42K ﹤0.01% 1020
2024
Q2 		– Sell
-53
Closed -$4.64K – 1321
2024
Q1 		$4.64K Buy
+53
New +$4.26K ﹤0.01% 987

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.61T 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 Investment Advisory's BRO Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 77 shares — an estimated $6.14K sold.

Harbor Investment Advisory first reported a position in BRO in Q1 2024 and held it in 2 quarters. The position peaked at $6.14K in Q4 2025. 812 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 77 Brown & Brown shares in Q1 2026, an estimated $6.14K.
  • Harbor Investment Advisory first reported a position in Brown & Brown in Q1 2024 and held it in 2 quarters.
  • Harbor Investment Advisory's Brown & Brown position peaked at $6.14K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.