Howland Capital Management’s Brown & Brown BRO Stock Holding History

Howland Capital 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	-5,196	Closed	-$414K	–	264
2025 Q4	$414K	Hold	5,196	–	–	0.02%	207
2025 Q3	$487K	Hold	5,196	–	–	0.02%	203
2025 Q2	$576K	Hold	5,196	–	–	0.02%	191
2025 Q1	$646K	Buy	5,196 +43	+0.8%	+$4.8K	0.03%	180
2024 Q4	$526K	Buy	+5,153	New	+$550K	0.02%	202
2022 Q3	–	Sell	-5,005	Closed	-$292K	–	248
2022 Q2	$292K	Buy	+5,005	New	+$307K	0.02%	204

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

Howland Capital Management's BRO Position: Q1 2026 in Review

Howland Capital Management sold out of Brown & Brown (BRO) in Q1 2026, closing a stake of 5,196 shares — an estimated $414K sold.

Howland Capital Management first reported a position in BRO in Q2 2022 and held it in 6 quarters. The position peaked at $646K in Q1 2025. 811 funds tracked by Wall St. Rank hold BRO as of Q1 2026.

Howland Capital Management reported no remaining Brown & Brown position as of Q1 2026 after selling out during the quarter.
Howland Capital Management sold 5,196 Brown & Brown shares in Q1 2026, an estimated $414K.
Howland Capital Management first reported a position in Brown & Brown in Q2 2022 and held it in 6 quarters.
Howland Capital Management's Brown & Brown position peaked at $646K in Q1 2025.
811 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2026.

Based on Howland Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.